Client Stories


“Faisal has been our financial consultant for almost fifteen years and has been an invaluable resource to us during this time especially as our portfolio has grown and our needs have become more complex. He is continually updating and expanding his knowledge of financial strategies and instruments in order to be as informed as possible to help guide clients in achieving their own specific goals. Faisal has always kept our best interests at the heart of his strategies and is more than willing to work collaboratively with us in implementing a financial strategy that best suits us. He has left no stone unturned in bringing valuable, pragmatic and detailed advice, products and strategies to both our personal and business finances and has a deep understanding of how one size does not fit all—he has been diligent about customizing the best possible plan based on our unique goals and needs. Faisal truly takes great pride in being able to assist clients achieve their goals in life through financial planning. We would not hesitate a single second to recommend to anyone that utilizing Faisal would be one of the best financial decisions they could make.”

— Joni S. and Lou G.

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