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Alterra Advisors

Name: Alterra Advisors
Address: 500 108th Ave NE, Bellevue, WA 98004, Bellevue, WA, 98004, US
Telephone: (425) 749-3300
Rating: 100

#26 of 141 Seattle Area Financial Advisors

500 108th Ave NE, Bellevue, WA 98004

[email protected]

alterraadvisors.com

(425) 749-3300

Discussion

Sima Kahn - Agree with Sondra about Josh Whelan at Alterra Advisors!

replying to “Need a financial advisor”
Sondra Firestein - Second vote for Alterra Advisors. Josh Whelan, one of the co-founders has been our advisor for the last few years. The level of service he and his team offers is amazing.

replying to “Need a financial advisor”
Katrina Hamilton - Zach Hamilton at Alterra Advisors is great at comprehensive planning, specifically when it comes to tax management, retirement, and planning for your kids. He'll do an initial call for free to see ...

replying to “Need a financial advisor”

Recommended By

Katrina Hamilton

over 2 years ago

Zach Hamilton at Alterra Advisors is great at comprehensive planning, specifically when it comes to tax management, retirement, and planning for your kids. He'll do an initial call for free to see if you're the right fit, and if he doesn't think he can save you a considerable amount of money he will say so directly and it won't cost you a thing.

Sondra Firestein

over 2 years ago

Josh Whelan, cofounder at Alterra Advisors, has been our advisor for the last few years. The level of service he and his team offers is amazing.