Altfest Personal Wealth Management has been named to the 2021 list of the 30 Best New York City Financial Advisors by Expertise.com. In order to be selected, Altfest was scored on 25 variables, across five categories, among 1,959 Financial Advisors in New York City. Selection criteria includes, availability, accreditations and qualifications, reputation, experience, and professionalism.

 

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Expertise.com selects its list of 30 Best New York City Financial Advisors through a process that includes reviewing public databases and referrals, validating business qualifications and certifications, and assessing service capabilities and professionalism. This award does not evaluate the quality of services provided to clients and is not indicative of past or future performance of clients’ accounts. There is no fee to participate.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.