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Complimentary Consultation
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."
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."
Financially Savvy Woman™

For the past 20 years, Dr. Karen C. Altfest has made it her mission to see that women have a comfortable place in the world of investment management and financial planning. The Financially Savvy Woman™ is an integral part of that effort – a program committed to inclusiveness, education, communication, building relationships and a view of life in its entirety.

"Welcome to the Financially Savvy Woman™. Here you’ll find it’s all about you, your concerns, your goals, your choices, and your financial life (yes, you do have a financial life!). I believe everyone has an interesting story to tell – and I look forward to learning yours, sharing ideas, and helping you make solid decisions that will get you on the road to knowledge and comfort. Most of all, I am happy to allow you to concentrate on those things in your life that you want to concentrate on, while we help manage the financial areas."

- Dr. Karen C. Altfest