Altfest - Experience

The Altfest Opinion Blog is now live. Stop by and read about Retiring Well in New York

Lewis Altfest is listed as one of Barron's Top 100 Independent Advisors in the Nation for the third year in a row (2007, 2008, 2009)

Karen Altfest authored the cover story of the AAII Journal's August issue, "Surviving a Loss: Smart Steps for Coping With Widowhood."

Dawn Brown is quoted in the Wall Street Journal article "The Right Steps: When it comes to blended families, estate planning can be a special kind of hell"

The Altfest Opinion Blog is now live. Stop by and read about Retiring Well in New York

Paul Palazzo appeared in the Wall Street Journal article "A Time for Giving: Why now is a great opportunity to pass on some of your wealth"

Lewis Altfest is one of six featured in the January issue of Money magazine, in the article "Secrets of America's Top Advisors."

Experience

Since 1983 clients in the New York metropolitan area and beyond have retained us to manage their portfolios with expert care and provide advanced financial planning guidance. Our founder, CEO and team leader, Lewis J. Altfest, has been named one of the “Best Financial Advisors” in the U.S. by Barron’s, Money, Worth, and Medical Economics magazines. Everyone at Altfest is committed to being the best at helping our clients achieve their personal financial objectives.