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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's ability to effectively support her clients financial goals is a commitment she makes for life. My childhood friend's mother worked with Miste and she was supportive through the loss of their mother and even took time to attend and help at her funeral. In a business that can be cold and confusing Miste brings a personal touch with her passion for what she does. She will work hard to make your goals become a reality and builds lasting relationships with clients that are invaluable.
I have had the pleasure of getting to know Miste Cliadakis through a networking group. She is professional and very knowledgeable. I have trusted her and Steve with my family’s portfolio for some time now. We trust their financial guidance and would highly recommend. Also love Melanie in the office!
My wife and I were overwhelmed with various accounts in our portfolio. Miste, Steve and Melanie helped us consolidate and organize our portfolio. We have been very satisfied with their financial guidance. They take the time to listen to our questions and are friendly and professional.
Miste Cliadakis is a standout professional in financial planning and investment management. She brings not only deep expertise but also a caring, thoughtful approach to her work. Miste truly listens to her clients and helps them feel confident about their financial future.
Working with Mistie at Altum Wealth Advisors was a great experience. She really took the time to understand my financial goals and created a personalized plan that was easy to follow. Mistie’s expertise and clear communication made navigating financial decisions so much easier. I highly recommend her to anyone looking for expert financial planning with a personal touch!
Frequently asked questions about Altum Wealth Advisors
How is Altum Wealth Advisors rated?
Altum Wealth Advisors has a 4.8 star rating with 24 reviews.
When is Altum Wealth Advisors open?
Altum Wealth Advisors is closed now. It will open on Monday at 9:00 a.m.
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