Alterra Advisors
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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.
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.