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Altum Wealth Advisors
- Financial Services
- Chico, CA
About this business
Specialties Financial planning Retirement planning Estate planning Risk management Asset management Tax planning and strategies Education funding Business succession planning 401(k) & 403(b) planning History Established in 2012. Altum Wealth Advisors is an independent financial planning & investment advisory firm serving clients in Chico, CA, the San Francisco Bay Area and Northern California. We provide comprehensive wealth management, financial planning and investment services to individuals, families, trusts, estates, bus... read more
Location details
1074 East Ave Suite T-1, Ste T-1, Chico, CA, 95926, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Miste is experienced, knowledgeable, professional and personable. Her communication, prompt responses and game plan for each and every client is top notch. Highly recommend.
Neither my wife nor I write reviews. It's not that we don't have both good and bad experiences out there, but rather that we're both 75 years old and don't think to write them. However, our five-year relationship with Miste and her assistant Melanie have changed that for us and we are now feeling compelled to spread the word to as many people as possible—they simply do not miss a beat. We are so grateful to both of them for financially relaxing us and allowing us to maximize the enjoyment of our retirement years.
Steve and Miste have provided excellent advice for us over the years, from retirement plan and tax strategies to 529 plans. Steve and Miste are a pleasure to work with. Highly recommended.
Miste & Steve have been managing my daughter’s finances for a few years now. They have helped her and her husband navigate how to appropriately grow their inheritance, their retirement accounts while making sure their ever changing family financial needs are met. They are all very nice, including Melanie, their Paraplanner. They treat their clients right not to mention make your money grow!
We cannot say enough about the integrity and helpfulness of Altum Wealth Advisors. Choosing a financial advisor is one of the most important decisions you'll make in your life and finding the right one is critical. Altum has been there with us every step of the way since the beginning and we could not be more satisfied with their continued expertise, response time to our queries and friendliness. But even more impressive is their ability to continue this same level of professionalism no matter where you live. When we retired... read more
Frequently asked questions about Altum Wealth Advisors
How is Altum Wealth Advisors rated?
Altum Wealth Advisors has a 4.8 star rating with 19 reviews.
When is Altum Wealth Advisors open?
Altum Wealth Advisors is open now. It will close at 6:00 p.m.
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