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May 2024 by Carrie Winter
We have worked with the Alterra team for 6 years and highly recommend them. When we started our relationship, we were newly engaged. The team has helped us navigate consolidating finances, creating a resilient plan for our future, and helping us during all of life's biggest moments--our wedding, new house purchases, and planning for childcare. The team is responsive, great listeners, and trustworthy.
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April 2024 by Alex Tanielian
Zach is amazing, but honestly so is his whole team. Everyone is very responsive whenever I need to connect and the whole team is on the same page with our investments and strategy. Zach and his associates always take ample time to give us a thorough understands of what we are doing and why. I know he has our best interests in mind. I recommend him to all my friends.
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March 2024 by Nick Dawson
For as long as I've been with Alterra, my financial advisors have not only handled my account with superior professionalism, they have also shown an interest in who I am as a person. It gives me confidence and peace in my financial future knowing that my advisors see me as more than just a client.
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December 2023 by Samira Davis
My husband and I have been using Alterra Advisors in Bellevue for our financial investment needs for the last 5 or so years. At first our retirement planning and management of investments seemed like a daunting task, but they have managed to no not only ease this processes for us, they have educated us along the way. 'Teach a man to fish' so to speak. We highly recommend Altera Advisors for your comprehensive fiduciary needs.
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July 2023 by Dorothy Casavant
We always have an annual review which is person to person at our request and when Grant leaves our home, I feel good and reassured that all is well. Grant is great in his presentations.
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June 2023 by Paul Kearney
Alterra was highly recommended to me and I haven’t regretted to go with them. Excellent service, always available, great advice and outcomes. Real people, not a large corporation experience.
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June 2023 by Jessica Monson
Alterra has always been super helpful, personable, prompt and professional. They have a very knowledgeable team that has always been easy to work with.
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June 2023 by Jennifer Hanna
Alterra has been an amazing financial planning firm to work with. I have been working with them since from the very beginning of my career as a physician and they have helped my husband and I every step of the way to make great decisions. They are also extremely responsive to emails and questions that come up. And they never make me feel like I'm being talked down to when it comes to basic questions about choices. I am extremely happy with how I've been advised and from just a practical standpoint, they have done well with how they managed my money, appropriately assessing my risk and investing that money appropriately. I would recommend them to anyone that was looking for a financial planner.
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June 2023 by nathan vogel
Josh Whelan and their rest of the Alterra Advisors team have been amazing! They are experts in the latest economic factors to make long term strategic investments for myself and our family. I highly recommend them and appreciate all they have done to help guide us is in a winning investment formula for our future.
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June 2023 by Annie Knudson
My husband and I have been clients of Josh Whelan's for 10+ years now. We truly feel that not only does he have our best interest at heart, but he treats us like family. He is smart and we trust his expertise when it comes to our family's finances. He is highly recommended.
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June 2023 by Laura Thompson
I have worked for almost 10 years with Zach and his team at Altera Advisors, from our initial consultation to the ongoing support he provided, his expertise and professionalism were evident throughout the entire process. Zach took the time to understand my husband's and I unique financial goals and concerns, and then developed a personalized plan that addressed all of them. His in-depth knowledge of the financial landscape, coupled with his ability to explain complex concepts in a clear and concise manner, made us feel confident and empowered to make informed decisions about my finances.Zach and his team go above and beyond in delivering exceptional service making you feel comfortable and confident in decisions. The attention to detail, responsiveness, and genuine care for their clients' well-being sets them apart.
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March 2023 by Howard Dierking
We've worked with Alterra for what is coming up on a decade now and have always appreciated their diligence, thoughtfulness, and calm in the face of the rollercoaster of life - whether that looks like the externalities of the market or the craziness of family life. Highly recommend.
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February 2023 by Isaac Hoag
I have been working with Alterra Advisors for the past 10 years. I can't say enough good things about them. They take time to understand your short and long term goals, map out your current financial health, and provide a holistic approach to ensure you're on track to meet your goals. Not only have they provided incredible guidance for me personally, but I referred my parents and my sister so they can support an even more holistic approach to multi-generational estate planning. There is no way we could have come up with a multi-generational plan without their support. Set up an appointment with them. You won't be disappointed.
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February 2023 by Sierra Storm ND
I have been working with Josh Whelan for almost 10 years now. I had the spectacular luck of meeting him in a business professionals group at the very beginning of my medical career. I entered the business world with very little financial education -- he taught me the nuts and bolts of saving and investing and has helped me scale these practices as my business has grown 6 fold. Without Josh and Alterra I probably would have only a very rudimentary strategy for saving, versus the very personalized, effective, thoughtful, and intentional plan I now have for myself, my business, and my future. I credit a huge degree of my confidence in my financial future and my lack of financial worry and stress -- even in uncertain times -- to the work we have done together and the way Josh provides real time information on best practices and how to think about money. I am SO deeply grateful for this and cannot recommend Josh and Alterra highly enough if you're looking to create a financial future that feels stable, intentional, and also has an eye on how you can leverage your investments to serve your family, community, and causes dearest to you. Thank you, Josh, you're freaking incredible!
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February 2023 by Kent Monson
The team at Alterra is very professional. They cater to each individual needs with the tools they devised within their group. They provide financial avenues that others in the industry don’t provide.
