Altura's goal is to help you gain a strong understanding of your estate, what concerns potentially face you, and help determine what solutions you have available to fix and/or prevent problems in the future. We offer a free One-on-One financial review with one of our licensed Advisors. Contact us to learn how we can help you.
Website: alturawealthadvisors.com
Phone: (408) 642-1322
Cross Streets: Near the intersection of De La Cruz Blvd and Reed St
Closed now
- Sun Closed
2005 De La Cruz Blvd, Ste 120 Santa Clara, CA 95050 ·2326.02 mi
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Reviews
yelpStrong team of serious experts with a human touch. Excellent customer service, financial planning and tax execution.
MoreHelpful experts. Looking forward to exploring services beyond financial planning as they offer tax & estate planning.
MoreI can't tell you how much James has made a difference in our financial stability. From going from pay check to paycheck, James has navigated is to a point that we can clearly see our financial...
MoreVery good service, and Peter Bradshaw is very helpful and friendly. I appreciated his financial insight. I recommend this business to anyone who is looking for honest financial advice.
MoreI have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50's with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten...
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