Jimmy Montgomery is a superstar! Jimmy Montgomery was super helpful and made the entire application process very quick and easy. He was also very responsive to my questions. I don't know how the experience could have been any better!

I recently had the pleasure of working… I recently had the pleasure of working with James Francis at Alto, and I must say, the service I received was nothing short of exceptional. From the moment I reached out with a new inquiry, James handled it with utmost efficiency and promptness. His professionalism and attention to detail were evident throughout the process. Not only did James address my concerns promptly, but he also went above and beyond to ensure that all my needs were met. His knowledge of the services offered by Alto was impressive, and he took the time to explain everything thoroughly, leaving no room for confusion. Thanks to James's dedication and expertise, my experience with Alto surpassed my expectations. I wouldn't hesitate to recommend their services to anyone in need. If you're looking for top-notch service and a seamless experience, look no further than Alto, and be sure to ask for James Francis. He truly is amazing at what he does!

The company has completely broken trust… The company has completely broken trust by increasing annual subscription fees by 400% even on previously existing accounts they are assuming will be trapped with them. So if one invests $30,000, they are now going to charge $400 per year --> So over my 30 year IRA investment lifetime, they will have charged at least $12,000 on these investments, assuming they don't decide to raise their fees again... It's despicable and poorly thought out. I had hoped to invest much more with this year but am sadly now looking for other options.

I am a new client of Alto I am a new client of Alto. The onboarding process is a bit more complex than just signing up online. This is for security reasons, which I appreciate. The communication and response time with Alto was excellent. Website has good layout and easy to navigate and do what you need to do. So far, I'm impressed and highly recommend Alto.

They Listened to Me Appreciate the fact that a representative (Jenn Smith) asked questions to know what was important to me, then helped set me up exactly as I had hoped. Thank you !