Altfest Personal Wealth Management - New York

Altfest Personal Wealth Management

Altfest Personal Wealth Management is a well-respected financial planning and investment firm located at 445 Park Ave, 6th Floor, New York, NY 10022. They can be reached by phone at 212-406-0850 or via their website at altfest.com. The firm specializes in financial planning and investment management for individuals and families.

Some key features and services offered by Altfest include:

• Wheelchair accessible entrance
• Wheelchair accessible restroom
• Restroom available on site
• Appointment required for services
• Appointments strongly recommended

The company has received high praise from clients, with an impressive 5-star average rating based on 4 reviews on Google My Business. Clients appreciate the personalized, secure financial planning and investment advice provided by the experienced team at Altfest. Many clients have been with the firm for years, a testament to the quality of service and results delivered.

Some typical client testimonials include:

- "My wife and I have been clients for a few years and appreciate the services provided. This is a great firm who provides excellent advice on investments and financial planning. We feel secure about our future retirement knowing that our accounts are being managed by Altfest."

- "My family has been using Altfest for managing our savings and retirement investments practically since the company started. Altfest did very well by my parents, who could retire comfortably because of the company's good management of their accounts."

Based on these reviews and experiences, Altfest Personal Wealth Management clearly provides a high level of personalized, effective financial planning and investment management services for individuals and families seeking to secure their financial future.

👍 Reviews of Altfest Personal Wealth Management

Bryan S.

5/5

My wife and I have been clients for a few years and appreciate the services provided. This is a great firm who provides excellent advice on investments and financial planning. We feel secure about our future retirement knowing that our accounts are being managed by Altfest.

Barbara K.

5/5

My family has been using Altfest for managing our savings and retirement investments practically since the company started. Altfest did very well by my parents, who could retire comfortably because of the company's good management of their accounts.

Caleb D.

5/5

Awesome firm; awesome people. I have know John Valentini for years and he is a trusted advisor of mine.

Kathryn R.

5/5