Alterra Advisors - Bellevue (WA)

5 /5 Erin Nielsen: Im just starting my journey with Alterra Advisors...every person Ive encountered has been amazingly kind! Zach and Jack have thoroughly explained everything to me in terms I can pretty much understand... Im 68 yrs old, widow for several years and this is the first time anyone has taken the time to make sure I feel comfortable with my finances. Im feeling comfortable with my Alterra Advisors choice. I believe God put them in my life and I am thankful!

5 /5 Vicky Hertig: Alterra Advisors has been our financial guide over the last fifteen years as we navigated our careers and now as we settle into retirement. Thanks to the ongoing support from Grant and in particular Mallory, we have no worries about how our money is being managed. Every person on the team takes time to listen. They are responsive, respectful, and take time to acknowledge important milestones along the way. They provide specific guidance on all financial matters but in the end, allow us to make the decisions. We feel so very fortunate to have Alterra Advisors on our side!

5 /5 David Lemley: Alterra Advisors has exceeded our expectations in so many ways. We have gone through three financial advisors, two of which were large name brands. They provided general advice, but only scratched the surface when it came to a personalized tailored plan. The team at Alterra took the time to interview us in detail about our financial desires for the future. They did a great job with follow up, constantly reviewing with us to make sure they got it right. The platforms they have access to and the plan they developed for us went beyond any expectations we had! They have stayed on top of the process and are not afraid to remind us when we need to take care of something on our end. We feel confident with the plan and the integrity of the team. When it comes to financial planning, you want a group of individuals who value what you value and are not afraid to work to earn your business. I would highly recommend Alterra to handle your most personal information to produce a plan you can be confident in!

5 /5 Rick Henshaw: Mallory Hall and the team at Alterra Advisors were highly recommended by a friend and I could not be more pleased with the outstanding service and support that I have received. Every Alterra team member has been extremely personable, detail oriented, educational, knowledgeable, responsive, and trustworthy. This is exactly what I was looking for in support of my financial and retirement planning goals and objectives. I have and will continue to highly recommend Mallory and all the Alterra Advisors to colleagues, family, and friends.

5 /5 Tim Walter: The team at Alterra Financial Advisors has been nothing short of exceptional—patient, knowledgeable, and incredibly clear in their guidance. Even before we completed our initial client meetings, they had already provided us with valuable financial and tax-saving tips that made a real difference. Their personalism and professionalism made us feel supported every step of the way. As we approach and transition into retirement, we now feel fully prepared and confident thanks to the expert advice and ongoing support from Zach and Jack. They are always quick to respond with thorough answers, and scheduling a meeting or Zoom call has always easy and convenient. Choosing Alterra to be our investment and financial advisor was one of the best financial decisions weve made—it’s set us on a path to reaching our goals with confidence and peace of mind!