Empowering Your Financial Future
At Altfest, we believe in a personalized, client-centered approach to wealth management. We treat every client like family, working alongside them to create a customized financial plan that aligns with their unique goals and aspirations.
Our Approach
We take a comprehensive, holistic approach to wealth management, considering all aspects of your financial life. This includes:
- Financial Planning: Creating a roadmap to achieve your financial goals, including retirement planning, estate planning, and investment planning.
- Investment Management: Developing a diversified portfolio tailored to your risk tolerance and financial goals.
- Tax Planning: Reducing your tax burden and maximizing your returns.
- Client Relationship Management: Providing regular updates, communication, and personalized guidance throughout the process.
Experienced Professionals
Our team of experienced professionals holds prestigious credentials and boasts decades of experience in the financial services industry. We are committed to staying abreast of the latest financial trends and regulations to deliver the best possible outcomes for our clients.
What Sets Us Apart
- Focus on Transparency: We believe in clear and open communication, providing clients with complete transparency regarding our processes and fees.
- Client-Centric Approach: We prioritize understanding your individual needs and goals to develop a personalized plan that works for you.
- Collaborative Environment: We work in a team environment, ensuring you receive diverse perspectives and expertise from different areas of financial planning.
Recognize Our Expertise
Altfest has been recognized by leading financial publications for our exceptional client service and expertise. We've been featured in:
- Barron's: Named one of the best independent wealth advisors in America.
- Forbes: Featured on their list of top women wealth advisors and best-in-state wealth advisors.
- Crain's New York Business: Recognized as one of the best workplaces in New York City.
Ready to Take the Next Step?
We offer a complimentary consultation to discuss your financial goals and explore how we can help you achieve them. Contact us today to schedule your personalized consultation and take the first step towards financial security and success.
Overall Review Summary
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings and expressing satisfaction with the services provided by Altfest.
Positive Sentiments
Relationships and Trust
The reviewers praise the firm's people, specifically mentioning John Valentini as a trusted advisor. They appreciate the personalized service and feel secure about their financial future.
Expertise and Services
The reviewers are impressed with the firm's expertise in investments and financial planning, stating that they provide excellent advice and management of accounts.
Long-term Satisfaction
Some reviewers have been clients for years, with one family using the firm's services since its inception. They are grateful for the beneficial management of their accounts, which has enabled comfortable retirement.
