We are proud to announce that Andrew Altfest, CFP® has been named as one of “America’s Top Next-Generation Wealth Advisors” in Forbes’ inaugural listing for 2017. Andrew ranks # 61 out of 500 next-generation advisors who were selected from 19,616 nominations.

Considered by Forbes to be among the nation’s best advisors, Andrew was selected based on several considerations including client service model, investing process, business type, as well as his experience level and integrity. The link below gives full details of the selection criteria.

We believe Andrew’s high ranking reflects his continued commitment to the expertise, care, and extra effort we offer to our clients.

Methodology for Selection.

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