Reviews for Wellington-Altus Private Wealth
Write a reviewHours
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
I have been working with Scott and Zoe Blair for years. I couldn't say enough about the work care and professional team they have together. Any assistance to any needs their always a phone call away to make any accommodations with best interest. I watch the profile they create the assets they invest and think they do amazing job at everything they do by keeping in the loop for videos and building their life and giving the best support for you're investments. Communication is a very strong suit keeping up with markets and details ,crunching down to everything to the value of the market.
I honestly could not be more pleased with my advisor. I've been a client of Laurie Bonten for at least 15 years now and she is just spectacular. She and her team are extremely knowledgeable and professional, but still very personable. Their turn around time for questions and transaction requests is exemplary, and they are proactive about providing relevant information. I'm certainly not one of her bigger accounts, but she always treats me like gold.