Testimonials

I have used the services of Gary Altman since 2004 in the preparation ad updating of various legal documents. In all these experiences he has impressed me with his knowledge, and has the unique ability to explain very complex issues in laymen terms. Gary has been able to represent out interest, and at the same time has provided valuable advise concerning balance for our children and other parties of interest. Also, he has an easy style that makes him a pleasure to work with.
— Gene Brannock

I have to tell you that you've been a real Godsend throughout this process. (Kind words from one of our clients in a family probate case.)
— Dan H.

I used Gary as an expert witness in a securities arbitration case. His extensive knowledge of the financial planning strategies and tools for the type of investors involved in my case made him a great resource. Gary’s testimony in the arbitration was very compelling and persuasive, and he easily rebutted the cross-exam. What makes Gary unique is his ability to absorb a great deal of complex information and convey it in an easy-to-understand manner. Gary is on my short list of top-notch experts and I definitely will call on him again.
— Frank J. Mastro, Principal, Semmes, Bowen & Semmes

For over 10 years, I have been privileged both to have known and to have worked with Gary Altman. As an independent, fee-based CFP, the success of my financial planning practice has been critically dependent on my developing strategic business relationships with the very best CPA’s and estate attorneys in the Washington, DC area. Gary has consistently filled this role for me in the areas of estate, legacy and business planning. As an attorney, Gary has routinely applied creative and effective solutions to some very complex planning situations. Furthermore, as a CFP himself, he recognizes that important interdependencies exist in all estate and financial planning challenges, and he skillfully applies his art with this important concept in mind. These qualities, when combined with Gary’s high level of personal ethics and honesty, have made him my consistent choice for fulfilling the important role of estate attorney and trusted advisor not only for my clients but also for my own family.
— Dennis M. Vaughn, CFP, Vaughn & Associates, LLC

In the past 7 years you have always exceeded our expectation with the quality and level of service you have provided to my family on estate planning. Your help, knowledge and wisdom that far exceeds estate planning and legal matters made a real difference in our lives. Your great sense of humor and pleasant personality made dealing with some sad or very serious topics smooth and easy. We trust you and you are the single resource I have relied on for so many years for my family and clients. It really was a pleasure and joy to work with you. We also appreciate what we can reach you and your staff is always available. Thank you for all your hard work and help in the past years. We wish you many more successful years.
— The Koch Family

Thanks for your help, and for Gary's, and everyone else at Altman & Associates. All the support staff have been very courteous and attentive. You all did a great job, and it raises my confidence for the other estates I have directed towards the firm. I will continue to recommend A&A to anyone who needs such services...
— Bruce Wolman

Gary and his staff were amazing; navigating me through both the financial and legal maze. His compassion, knowledge, and support helped me to get through this difficult time following the loss of my Father. I truly could not imagine going through this process with anyone else.
— Gwendolyn R. Angster

Our firm has used Mr. Altman for the last several years as an expert on a number of cases involving very complex investment issues. In each instance, Mr. Altman’s experience and broad knowledge of the financial services industry have helped us immeasurably not only to better understand the matters at hand, but to be better positioned to benefit from the constant changes in the securities markets. We highly recommend his services.
— George Mahaffey, Esq.