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Reviews for Altum Wealth Advisors | S. Cliadakis, CFP
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Altum Wealth Advisors | S. Cliadakis, CFP
1074 East Ave suite t-1, Chico
Directions Call Website Suggest an Edit
1074 East Ave suite t-1, Chico
Directions Call Website Suggest an Edit
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!