A Digital Agency Focused On Financial Advisors

Bill Bauerband – CEO

Linden Investments Consultants (LPL)

I found Dan & Angela at AltaStreet excellent to work with. They went above and beyond my expectations in creating and refining my website. We have shown it off to many clients and industry associates and all have been extremely impressed. I would recommend their service to anyone seeking the creation of a website. The fact that I “own” the website was a great plus to me and that is NOT typical of the industry. I would be happy to provide a personal referral at any time.

Brian Ramsey – CEO

Family Wealth Planning Partners

Dan and Angela were awesome to work with. I wanted a very different look and feel for my site. Both worked diligently to design exactly what I was looking for. Angela was very responsive with any questions I had along the way. Highly recommended.

Dan Monte – President

Strategic Alliance Mortgage

Alta Street did a wonderful job creating the SAM Groups new web-site. They were diligent, hardworking and made every effort to meet all of our needs. I can recommend them highly.

Richard Wunderlich – CEO

EFS Investment Advisors

From the beginning my experience with AltaStreet has been exceptionally professional from initial contact by Dan Stark, who turned out to be based locally, to the development and follow through by Angela Patrick as our project coordinator. When cybersecurity became a regulatory issue, even though our website was substantially complete and “live”, the folks at AltaStreet stepped up and provided the additional protections without complaint or additional charge. This was not my first website project, but it has certainly proved to be the most satisfying and I attribute that primarily to the folks at AltaStreet for their responsiveness.

John A. White – CEO

Financial Guideposts

Second to none. Their work is off the charts. Just completing my second website with them.

Wayne Wasano – CEO

RMS Funding

AltaStreet, Angela and Dan have been service oriented, met verbal deadlines and were committed to delivering a product that met our expectations. They have responded to all editing requests to our live website in minutes, from the time we sent them our email requests. After using 3 other website designers, AltaStreet, Angela and Dan have delivered on their commitments. Highly recommend them to design your website.

Cynthia

Cannon Wealth Management

Angela – You have been a great pleasure to work with. Your insights, warmth, humor, and wisdom have been invaluable in making our website reflect who we are and what we offer—and it’s even better than we anticipated! You’ve been an ideal partner in this process of teasing out the best way to present and move about on this new site. Many, many, many thanks to you – and your team!

Katherine

Cannon Wealth Management

Angela – The task of creating this website was a bit greater than I anticipated yet well worth the effort! You guided us throughout the process with incredible equanimity. You always expressed your invaluable thoughts, suggestions, and guidance and at the same time encouraged us to express ourselves. As a result I feel the website is an amazing expression of us and our business. With your insights and lightheartedness the project was also fun. You and your team are seamless and timely in responding to our input. Many thanks!

Nicholas Petralia

Anchor Financial Group, Naples

After performing due diligence on multiple website vendors, we decided to work with Altastreet Financial Websites. Their work was clearly high-end, with beautiful, customized designs and intuitive layouts. However, they were also the only company to provide us with a quality, detailed proposal that clearly spelled out the project deliverables, timetables, and scope of work to be performed. Essentially, I felt our business would be working with a true consulting partner if we chose Altastreet. I was informed Angela Patrick would be our project manager and liaison during the website buildout process. As someone who has very discerning taste, high expectations, and who demands proactive and highly responsive communication, I have to say that I am not an easy customer to please. However, Angela met or exceeded every one of my expectations. Not only was she extremely pleasant and easy to work with, she was highly responsive to my questions and very adaptable to any requested changes or ideas I had for the site. Angela was very consultative, and offered her professional opinions and expertise when it was needed. At the same time, she and Altastreet indulged the vision that we had originally for our website. I also really liked the fact that Altastreet was a true “one-stop shop,” handling not only the creation of our website, but also the search-engine optimization, custom branding, logo design, and site hosting. In the end, I feel that I received more than my money’s worth, and I am 110% satisfied with my experience with Altastreet. If you are looking for a “Ritz Carlton” type of experience, I highly recommend working with them!

Patricia Dolan

Bickling Financial Service

In early 2018 I had the extraordinary good fortune to cross paths with Angela Patrick, Owner/Project Manager for Alta Street.  Right from the inception I instinctively understood that I would be working with a true talent and exceptional human being.

Angela undertook the responsibility of redesigning the Bickling Financial Services website.  In the midst of many calls, emails and conversations she innately had a clear vision of what I wanted even before I had to articulate it.  She has always been the consummate professional.  Angela is patient, thorough, conscientious, warm, engaging, professional and a master at what she does.

Our website looks incredible.  We continue to work together and just recently she improved the site again with a crisp, clear, blog link that is inviting, informative and inspiring.

I have worked with many people during the course of my career.  In a category of her own, Angela is a joy to have become acquainted with, her work ethic is an extension of her, full of integrity, kindness, positivity, exacting attention-to-detail and an infinite amount of patience.

Angela is a wonderful human being and I hold her in the highest regard.

Christopher Giles COO

Global Retirement Partners

I enjoyed working with AltaStreet on a new and innovative website design. I had a design in my mind’s eye that took advantage of newer technology and design standards and AltaStreet was up to the task. I found their business processes easy to deal with and their design and development people both knowledgeable and accommodating. I felt like it was a real team effort to do something new and different.

Keith Davis – President

SearchPath NY Metro

Now that our site has launched, we’ve received many compliments so I wanted to take a minute to thank you for your guidance throughout the process. You were VERY responsive when we had any questions that we needed answered and extremely attentive and patient when we made several changes and updates throughout the development process. You’re advice and suggestions in terms of what content should be present, including your recommendations on image choices, made this a web site I’m really proud of.

Many thanks to you and your team.

J. Steven Hutchinson 

CEO/CIO Hutchinson Family Offices

The need for quality web design cannot be overstated when communicating to UHNW families. Dan’s understanding of this requirement enabled him to work with our team to develop a specialized program to reinvent our internet presence.

Dan and his team at AltaStreet took the time to understand our specific requirements and build an exceptional platform for communicating our services. Job well done!

Allison Vega

AmCap Inc.

I really want to thank you and the AltaStreet team for doing an amazing job with AmCap’s website. We are extremely pleased with the redesign. Prior to these changes our previous website was virtually invisible to search engines. This new look is for sure a precise way to represent our company, and we would’ve not made it without the input of your team’s expertise and professionalism which is greatly appreciated. Again thank you for all the hard work, we look forward to this new year working together!

Jasnik Parmar – Co Founder & VP

Entry Point Advisor Network & Simply RIA

In my experience, and for those looking to grow their financial services businesses, Dan and the AltaStreet team bring tremendous value and capability which I wholeheartedly recommend. Dan was my primary point of contact in building several of our financial firms’ websites. In this role, Dan excelled at taking broad creative collateral, feedback, and concepts and using them to best inform delivered results – even if I couldn’t articulate the fin