Monterey Private Wealth

Pleasanton, Estados Unidos

5

2 avaliações

Contatos

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Telefone
+1 925-462-8005
Site:
www.montereyprivatewealth.com
Endereço:
4733 Chabot Dr Ste 206, Pleasanton, CA, 94588
entre a Stoneridge Dr & a Gibraltar Dr
Paradas e estações próximas de transporte público:
550 mDublin/Pleasanton
2.6 kmWest Dublin/Pleasanton
4.6 kmPleasanton
Categorias:
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Hoje

Hoje –
Horário local (Pleasanton) 15:03 sábado, 21 de junho de 2025

Horário de funcionamento

segunda-feira 8:00 – 17:00
terça-feira 8:00 – 17:00
quarta-feira 8:00 – 17:00
quinta-feira 8:00 – 17:00
sexta-feira 8:00 – 17:00
sábado –
domingo –

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2 avaliações para Monterey Private Wealth

Não exige registro
Classificação do local: 5
San Jose, CA
I reached out to Monterey Private Wealth via their online form and got a call that same day from Gary Alt. I had a lot of questions about my taxes and when to exercise some options. I also wanted to get a financial plan together (retirement, savings, investing options.). Gary was very patient and explained all of my options at length. He is not pushy but really puts things into perspective so that you feel confident about your financial decisions. I highly recommend Gary!
Classificação do local: 5
Livermore, CA
My wife and I definitely recommend Gary Alt and Monterey Private Wealth. We had looked into some of the newer «robo-​advisors» and some other financial planning firms but what we found at MPW suited us much better. Gary led us through a process of discussing our needs/​wants and then ultimately quantified our goals in a coherent financial plan.
We also greatly appreciate that MPW is solely compensated by the fees that we pay and not compensated by mutual fund commissions and other back-​end sources of revenue that might skew the advice given.