Verified Company
What set RetrieveXPro apart was their commitment to clarity over salesmanship.They provided a transparent, pressure-free consultation, methodically analyzing my case with honest expertise. They gave me a clear understanding of my legal and technical options, along with realistic expectations for time and cost.
I have been using Dash Investments for the past several years and I am extremely happy with the way they have managed my portfolio. Unlike investment companies I have used in the past, I believe my individual needs and goals are always taken into account. Zain Griffith, my advisor, is extremely knowledgeable and I am always given regular updates. I very highly recommend their services.
We’ve been clients of DASH Investments for over three years and have had an outstanding experience. As a fiduciary firm, they consistently put our interests first and provide trustworthy, transparent guidance. From the very beginning, the onboarding process was smooth and easy—Zain Griffith walked us through every step with clarity and patience.
Zain is extremely knowledgeable, approachable, and an excellent communicator. He is always available to answer our questions and is quick to respond to any request or concern we have. Our quarterly calls are especially helpful, offering clear, informative updates that give us great confidence in our financial strategy.
We truly appreciate the professionalism and expertise of the entire team at DASH. Highly recommend them to anyone looking for a responsive and trustworthy investment advisor.
Dash Investments, Zain in particular, has been a wonderful partner in preparation for retirement and provided advice and guidance that has allowed us to relax and let them handle the day-to-day work. They are extremely responsive and always available to answer questions and provide guidance.
Our experience with Zain and Dash Investments has been amazing. Zain met with us often at least two years before we finally retired. Putting your financial future and trust into others' hands can be very scary. Zain has passed along his knowledge to us, spending time explaining Dash Investments strategies. They have definitely earned our trust!
Dash Investments has proven to be a reliable financial partner for us. After many years with Dash I am happy to say we are very pleased with the consistent high level of service they provide. Unlike other firms we have dealt with, Dash actually does meet with us multiple times a year to go over our portfolio, discuss tax saving strategies and update our plans for the future. And our portfolio returns match or exceed expectations. Five stars from us!
Zain has been managing my finances for 10 yrs and over that time I have developed great confidence in his ability to not only manage my accounts but also to provide guidance with my decision making and understanding of the whole process. He has always been thorough and exceedingly helpful. I couldn't ask for better.
We are fortunate to have Zain at Dash Investments as our financial adviser for about 7 years now. He helps us to make the decisions required as we plan for the future in a professional and friendly manner. He is always available to talk and answer any questions we may have. Thank you for being very understanding and helpful.
