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."

Legal Information

©2009 L.J. Altfest & Co. All rights reserved.

1 BusinessWeek quote is from 1992

2 Money magazine quote is from 1987

3 Kiplinger’s quote is from 1992

Dates of Lew Altfest’s awards listed in bio:

“Best Financial Advisers” in the country – Barron’s 2007, Money 1987, Worth 2008, Mutual Funds 2002 and Medical Economics 1998, 2000, 2002, 2004, 2006 magazines.

Lew Altfest Answers Almost All Your Questions About Money named one of the best financial planning books – Money magazine 1994

Dates of Karen Altfest’s awards listed in bio:

Lew Altfest Answers Almost All Your Questions About Money named one of the best financial planning books – Money magazine 1994

One of the “Best Financial Advisers” in the United States – Worth magazine 1996, 1997, 1998

One of the “120 Best Financial Advisers” – Medical Economics magazine, June 2000

“Planner of the Month” – Mutual Funds magazine, June 2002

One of “100 Top Advisors” – Mutual Funds magazine, September 2002

Disclosure

L.J. Altfest & Co., Inc. is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the states of New York, New Jersey, Connecticut, Louisiana, Florida, California, New Hampshire and Texas. L.J. Altfest & Co., Inc. may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing