Altum Wealth Advisors | S. Cliadakis, CFP - Chico, California

Altum Wealth Advisors, located at "Address: 1074 East Ave suite t-1, Chico, CA 95926, United States." is a renowned financial planning and consulting firm, offering a wide range of investment services. The company specializes in financial planning, financial consulting, and investment services, making it a one-stop solution for all your financial needs.

Contact Information

You can easily reach Altum Wealth Advisors by phone at "Phone: 5309240110." or through their website at "Website: altumwealth.com."

Specialties

The firm's specialties include financial planning, financial consulting, and investment services, making it a comprehensive solution for individuals and businesses looking to secure their financial future. With a team of experienced and knowledgeable professionals, Altum Wealth Advisors offers customized solutions tailored to each client's unique needs.

Points of Interest

Altum Wealth Advisors provides on-site services, including a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. The firm also offers online appointments and recommends appointments for on-site services. Additionally, the firm has received 14 reviews on Google My Business, with an average opinion of "Average opinion: 4.7/5."

Testimonial

"Neither my wife nor I write reviews. It's not that we don't have both good and bad experiences out there, but rather that we're both 75 years old and don't think to write them. However, our five-year relationship with Miste and her assistant Melanie have changed that for us and we are now feeling compelled to spread the word to as many people as possible—they simply do not miss a beat. We are so grateful to both of them for financially relaxing us and allowing us to maximize the enjoyment of our retirement years."

Recommendation

If you're looking for a reliable and experienced financial planning and consulting firm, Altum Wealth Advisors is an excellent choice. With a wide range of specialties and customized solutions, the firm is equipped to handle all your financial needs. Contact them today through their website or by phone to schedule an appointment and take the first step towards securing your financial future.

👍 Reviews of Altum Wealth Advisors | S. Cliadakis, CFP

Tim &. L. S.

5/5

Neither my wife nor I write reviews. It's not that we don't have both good and bad experiences out there, but rather that we're both 75 years old and don't think to write them. However, our five-year relationship with Miste and her assistant Melanie have changed that for us and we are now feeling compelled to spread the word to as many people as possible—they simply do not miss a beat. We are so grateful to both of them for financially relaxing us and allowing us to maximize the enjoyment of our retirement years.

Pamela H.

5/5

Miste & Steve have been managing my daughter’s finances for a few years now. They have helped her and her husband navigate how to appropriately grow their inheritance, their retirement accounts while making sure their ever changing family financial needs are met. They are all very nice, including Melanie, their Paraplanner. They treat their clients right not to mention make your money grow!

Hannah S.

5/5

I highly recommend Altum Wealth Advisors! Miste and Steve are so compassionate and helpful. Its a challenge to find great financial planners that you trust and know will do a wonderful job. I am so fortunate to have these two on my team. Miste is so professional and has done a tremendous job handling my finances. With her guidance and advice I have grown so much on my finacial path. They are patient, knowledgeable, and very passionate about what they do. Please consider them for all of your financial needs.

Kelly S.

5/5

We cannot say enough about the integrity and helpfulness of Altum Wealth Advisors. Choosing a financial advisor is one of the most important decisions you'll make in your life and finding the right one is critical. Altum has been there with us every step of the way since the beginning and we could not be more satisfied with their continued expertise, response time to our queries and friendliness. But even more impressive is their ability to continue this same level of professionalism no matter where you live. When we retired outside of California a decade ago. We continued to experience the same top notch service and financial guidance via phone, email and teleconference. No state boundary is too far for Altum Wealth Advisors.

Lisa

5/5

If you are looking for the best wealth & investment advisors, look no further. They are right here. Steve & Miste have done an amazing job handling my finances and guiding me down the best financial path. They are so good at answering all my questions too. I’m so grateful for all their help.

Gregory C.

5/5

Steve and Miste have provided excellent advice for us over the years, from retirement plan and tax strategies to 529 plans. Steve and Miste are a pleasure to work with. Highly recommended.

SHAW *.

5/5

Atlum has been managing our investments for the better part of a decade. They have been excellent with communication and investment management. We are extremely happy with their services.

Heather C.

5/5

Miste Cliadakis at Altum Wealth Advisors is like no other financial planner. She is incredibly professional and she and her husband, Steve, make sure their clients feel very well taken care of. Miste is extremely knowledgeable, trustworthy and compassionate. If you have any financial questions or needs, make sure you contact Altum Wealth Advisors.