Financial Planning for Millennials

Savvly

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Savvly is a financial wellness platform focused on empowering individuals to make informed financial decisions. Savvly offers the “first market-driven retirement solution”. By aggregating financial accounts, Savvly provides personalized insights and recommendations to help users optimize their savings, investments, and spending. The platform offers tools for budgeting, goal setting, and tracking progress towards financial objectives, aiming to enhance users’ financial well-being through education and proactive financial management strategies.

Nicholas BreniaSavvly
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Facet Wealth

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Facet is a provider of financial and wealth management services used to simplify the financial planning process. Its services include portfolio management, comprehensive full financial life planning, and personalized goal planning from a dedicated Certified Financial Planner (CFP) on a subscription-based model that enables customers toincrease their financial security and prosperity at an affordable cost.

Nicholas BreniaFacet Wealth
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