Altfest

5 reviews

445 Park Ave Fl 6

New York, NY 10022

http://www.altfest.com

Altfest is a financial planning and investment management firm based in New York City, specializing in personalized wealth management services for individuals and families.

With a focus on long-term financial goals and strategies, Altfest offers comprehensive financial planning, investment advisory, and retirement planning services to help clients achieve their financial objectives.

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Reviews

4.05 reviews

Richard S.

11/23/2015

I've worked with Lew and Karen for the past 20 years. They are recognized industry leaders who are as well respected as anyone in our industry. Besides being extremely smart they are very...

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Zealous C.

1/16/2013

BAD FINANCIAL PLANNING, DETROYED PORTFOLIO, UNSUITABLE INVESTMENTS, UNPROFESSIONAL CONDUCT 1. Destroyed portfolio with over 1/3 value lost 2. Ignore client 3. Main owner, Lew, lost temper when...

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AJ V.

8/22/2016

In the more than ten years that my family and I have known the professionals at Altfest Personal Wealth Management, we have always been impressed by their depth of knowledge and client-first...

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Jimmy C.

2/12/2017

Lewis taught me what I needed to know in financial planning. He brought his Pace University students to the firm's Park Avenue office to give a hands-on view of what was being taught in the...

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William C.

11/7/2013

In contrast to the comments by Zealous C, my wife and I have had nothing but wonderful and attentive service from the Altfest team. We've been clients for about 3 years during which our equities...

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