Heide Backus Great customer service, highly recommended. I opened up a new account and amazing CD with Elisa. Very professional, and explained everything in detail. I highly recommend.
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!
cassidy Taggart I am more than pleased with my experience. Peter was very patient and he is very well knowledgeable with everything I put across his table. As new homeowners he made it as easy as he could. I definitely had more questions than average and he had no problem answering any of them. I couldnt be more happy. Hes a intelligent man and had no problem communicating when questions arised. I would recommend him to anyone and everyone. Good job Peter! Thank you for everything and so much more. My husband and I couldnt be more happier!
Lisa Paganelli After talking with many local investing firms and not finding one we felt confident with we were recommended by several of our friends to meet with Armand and his team at Surience Private Wealth. We have been very happy with our investments and appreciate their hard work and dedication, we have experienced exceptional personal service and would highly recommend this great team to anyone!!!
Steve & Lisa Paganelli
Stacie Keithley Anne E. Branch Manager was amazing! I was a victim of fraud and she jumped into action and helped me get protected! Answering all of my questions and offering tremendous support! Anne made this very scary incident into returning my safety for my checking account. Two thumbs up! And highly recommend!
Thank you Anne
Drew Olson The women that helped me were very helpful and knowledgable about my specific situation which made the experience that much easier and better. Most of all they werent all judgemental about my reason to be talking to them. I would recommend the staff that I dialed with to anyone who has fallen on hard times and just needs some knowledgeable advice or great assistance with a rough patch in life. Thank you again to the entire staff. Keep up the good work!