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Alterra Advisors
- Financial Services
- Bellevue, WA
About this business
Location details
500 108th Ave NE #1700, Suite 1700, Bellevue, WA, 98004, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedWorking with Josh Whelan has eased my mind, because now I have a plan for retirement. He is happy to explain it as many times as I ask.
Josh and his team have given us peace of mind. Above all else, Josh is a great listener. He cares first and foremost that you are heard, your concerns addressed and that you feel at ease around money. We now have a plan for our future. We can check in with it annually to see if we are still tracking toward our goals or need to course correct. Josh is always there to answer questions, often responding within the hour. Thank you, Josh, for being there for our family's ongoing needs.
I’ve known Grant Monson with The Monson Group for several years as a professional colleague. Quite simply, he’s one of the few A-List individuals one meets in life, given his integrity and genuine concern for his clients and friends. Grant has the knack for taking a complex and emotionally charged subject (one’s financial future and retirement) and coordinating a step-by-step approach to implement, maintain and adjust for future goals. The Monson Group is an excellent resource for anyone who is seriously looking for sound gu... read more
Frequently asked questions about Alterra Advisors
How is Alterra Advisors rated?
Alterra Advisors has a 5 star rating with 64 reviews.
When is Alterra Advisors open?
Alterra Advisors is open now. It will close at 5:00 p.m.
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