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Lewis J. Altfest - Ceo, Chief Investment Officer, Principal in New York, NY

Lewis J. Altfest

Ceo, Chief Investment Officer, Principal

5.0
(4)
Lewis Altfest is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association, serving clients at Altfest Personal Wealth Management in New York, NY and the surrounding communities.
Finance
Financial Advisor
Contact Info
(212) 406-0850
New York, NY
http://www.altfest.com/
Location & Business Hours
Business Hours
Tues
8:30 AM to 6 PM
Wed
8:30 AM to 6 PM
Thu
8:30 AM to 6 PM
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Overall Ratings
5.0
(4)
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Reviews from Web
  • 5.0
    google
    K
    Kathryn R
    Posted on November 17th, 2024 12:00 AM
    Lewis J. Altfest has received a review with 5 star rating from Kathryn Rockett
  • 5.0
    google
    C
    Caleb D
    Posted on November 17th, 2022 12:00 AM
    Awesome firm; awesome people. I have know John Valentini for years and he is a trusted advisor of mine.
  • 5.0
    google
    B
    Bryan S
    Posted on November 17th, 2018 12:00 AM
    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...
    read more
  • 5.0
    google
    B
    Barbara K
    Posted on November 17th, 2016 12:00 AM
    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...
    read more
    • 4 of 4
    About
    Lewis Altfest is a CERTIFIED FINANCIAL PLANNER professional and member of the Financial Planning Association, serving clients at Altfest Personal Wealth Management in New York, NY and the surrounding communities.
    Specialities
    Comprehensive Financial Planning
    401(k)/403(b)/IRAs
    Charitable & Planned Giving
    Asset Allocation
    Estate Planning
    Investment Management
    Getting Divorced
    Employee Benefits
    View All
    66
    /850
    Search Rank Score
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    FAQs
    Here are some Frequently Asked Questions about Lewis J. Altfest
    What organization is Lewis J. Altfest associated with?
    Lewis J. Altfest is associated with Altfest Personal Wealth Manage.
    What is Lewis J. Altfest’s work email address?
    Lewis J. Altfest’s professional email address is l******t@a******.com. You can also email Lewis J. Altfest by clicking on the contact Lewis J. Altfest.
    Where is Lewis J. Altfest based out of?
    Lewis J. Altfest’s primary location is New York, NY.
    What is Lewis J. Altfest's phone number?
    Lewis J. Altfest's phone number is (212) 406-0850
    What is Lewis J. Altfest's title??
    Lewis J. Altfest is a Ceo, Chief Investment Officer, Principal.