Dash Investments - $1M Account Minimum - Woodland Hills, California

Dash Investments - $1M Account Minimum

Address: 21600 Oxnard St #1755, Woodland Hills, CA 91367, United States

Phone: 4699154786

Website: dashinvestments.com

About Dash Investments

Dash Investments is a reputable financial services firm that specializes in investment services and financial planning. With a minimum account requirement of $1 million, the company caters to high-net-worth individuals seeking professional guidance in managing their wealth.

Specialties

• Investment service
• Financial planner

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance

Opinions and Reviews

This company has received an impressive 71 reviews on Google My Business, with an outstanding average rating of 5/5. Clients have praised Dash Investments for their consistent and logical approach to managing retirement savings, while also appreciating the prompt and helpful customer service provided by the team.

One satisfied client shared their experience, stating, "Dash Investments has worked out well for us. Our goal was to find someone who could manage our retirement savings in a consistent and logical way that limits our exposure to a sometimes crazy stock market. Zain and Jonathan have provided a consistent service and we feel good knowing we can reach them at any time with questions or feedback and get a reply quickly."

Such positive feedback highlights Dash Investments' commitment to providing high-quality financial services and building strong, long-lasting relationships with their clients.

Final Recommendation

If you are a high-net-worth individual seeking a reliable and experienced financial partner to manage your investment needs, Dash Investments is certainly worth considering. With their $1 million account minimum, expertise in investment services and financial planning, and excellent customer reviews, they offer a comprehensive solution for those looking to grow and protect their wealth.

We highly recommend visiting their website at dashinvestments.com to learn more about their services and how they can assist you in achieving your financial goals. Don't hesitate to contact them directly at 4699154786 or by visiting their office in Woodland Hills, CA.

👍 Reviews of Dash Investments - $1M Account Minimum

Frank L.

5/5

Dash Investments has worked out well for us. Our goal was to find someone who could manage our retirement savings in a consistent and logical way that limits our exposure to a sometimes crazy stock market. Zain and Jonathan have provided a consistent service and we feel good knowing we can reach them at any time with questions or feedback and get a reply quickly.

James L.

5/5

Zain of Dash Investments is a pleasure to work with. His team does deep research on potential investments, and has clear triggers for buying/selling opportunities. We’ve been their client for over 5 years, and they have earned our complete trust, while earning great returns!

Michael F.

5/5

We are very happy with Dash Investments and their strategy of investing. Zain Griffith has helped us for 6-1/2 years, always explaining carefully what and why his team does in managing our accounts. He checks in with us regularly and gives us a good overview of market conditions. Dash Investments is highly recommended.

Linda J.

5/5

We have been with Dash Investments for close to 6 years , working with Zain Griffith a very informative and personable senior vice president. The comparison between Dash Investments and two previous investment firm's in New York city have been literally the differences between night and day. Zane checks in with me periodically, to review any questions or concerns in my portfolio. As the market and economy often fluctuate there is always suggestions to review that makes my relationship with Dash Investments so special. James Johnson

yelena Y.

5/5

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.

Donna E.

5/5

I have been a Dash client for eight years. I am very satisfied with Dash.
The professional fiduciary approach of the company has led me to make/keep Dash as my financial advisor. I have had accounts with "larger" companies but I found myself being treated as a number and not a valued client. I also recently investigated another large advisory group, Edelman, but their own assessment found that Dash was providing exemplary services, "even for a small boutique firm". After working with larger firms I really appreciate Dash's boutique personal approach. I can call, email or text and I always receive a timely response regardless how silly my query may be. Dash is very good at providing information on any financial product. Whether it's in my portfolio or not. I enthusiasticly recommend Dash to everyone especially if you have limited experience in financial planning.

Rosemary W.

5/5

I have been with Dash Investments since 2016 and Zane Griffith is my financial adviser.He is very articulate and always available to answer my financial questions.The company works as a team so there is more than one person managing my money.I have made a significant amount of money over the last 8 years.Only once did my investment lose money and that was quickly recovered. I would highly recommend Dash Investments. I have recommended them to my friends and family.

Mary H.

5/5

I have been using Dash Financial for the past 9 years and highly recommend them. Their communication, updates and responsiveness is consistently excellent. More importantly, the management and growth of my account has been strong and steady. Zain has kept me informed with the market changes and helps make sense of the fluctuations.