Altum Wealth Advisors | S. Cliadakis, CFP®
530-924-0110

Open hoursCLOSED NOW - Opens at 8:00am

1074 East Ave. Ste T1, Chico, CA 95926

Altum Wealth Advisors provides wealth management, retirement planning & investment services for individuals, families, trusts, estates, and business owners. We are ''fiduciaries'' committed to the highest level of service & standards. We also provide 401(k) retirement plan and other qualified plan services for employers and their participants. Services include: screen and select plan investments; evaluate and select service providers, fees, and investment choices; provide employee education.

More Business Info

We are ''fiduciaries'' committed to the highest level of service & standards.

Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Extra Phones

Phone: 530-636-0060

Services/Products
  • Retirement Planning
  • Financial Planning
  • Investment Management
Amenities
Complimentary Second Opinion Service.
Accreditation

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Accredited Investment Fiduciary® (AIF®)

Categories
Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services
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