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Home > Financial Planner Directory > New York > New York > Lewis J. Altfest, Ph.D, CFP®, CFA, CPA
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Lewis J. Altfest, Ph.D, CFP®, CFA, CPA

Altfest Personal Wealth Management

425 Park Ave
24th Flr
New York, NY 10022-3506
Phone: (212) 406-0850
Fax: (212) 406-0867

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.