Joseph Altobello | Financial Planner
Contact Information
Mobile. 603.255.5910 Office. 603.471.4342
jaltobello@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
MBA
With more than 30 years in the financial services industry, Joe has had the privilege of helping people feel more confident and secure in their financial lives. His mission has always been simple: to make a meaningful difference in the lives of those he works with. He offers guidance across a variety of financial areas, including retirement planning, education funding, estate strategies, investments, and long-term care insurance. Joe brings consistency, loyalty, and a genuine commitment to each client relationship.
He earned his degree in Economics and his MBA in Finance from Arizona State University, and shortly after, began his career in financial services with The Guardian in 1993. In 2001, he joined Commonwealth Financial Group as a Financial Planner and has had the privilege of serving clients there ever since. Over the years, Joe has been honored to receive recognition for his work, including the Five Star Wealth Manager Award* in 2012 — an acknowledgment of the trust and satisfaction of the clients he is proud to serve.
Outside of work, Joe is actively involved in his church community and values the time he spends with his family and close friends. He considers it a privilege to support people through some of life’s most important decisions and remains committed to being a thoughtful, reliable partner every step of the way.
*The 2012 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 11/01/2012 for the period covering 01/01/2012 – 12/31/2012. The award is based on 10 objective criteria. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.
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