Dash Investments - $1M Account Minimum

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!

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!

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

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.

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!

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.

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.

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.

I have been very pleased with the philosophy and execution of Dash Investments. Portfolio performance has been very good, but what has stood out is the excellent assistance with financial planning, personal attention , and clarity of investment concepts. They have earned my trust.

Coming up on eight years ago, my wife and I were looking for a fiduciary financial advisor, and feel so fortunate to have teamed up with Dash Investments, specifically with Senior VP Zain Griffith. Zain?s personable manner and obvious expertise with the global financial situation, along with the team at Dash Investments, have enabled us to feel at ease about our personal financial futures. We consider ourselves fairly ordinary investors, having both worked hard for many years, finally reaching retirement an

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

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 real

Zain is a pleasure to work with. He is personable and extremely knowledgeable. He presents not only our financial picture but historical data that provides a greater perspective and understanding of stock market and asset management. Pleased Zain is our advisor.

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.

Dash Investments is the ONLY financial advisor to be used for handling one's investment portfolio. They have done more for my retirement savings in the last 7+ years than Fidelity had done in the prior 11 years. Between the insiteful updates sent out by Jonathan Dash, and the ease of contacting my personal advisor, Zain Griffith, I feel very well informed and in control of life-long savings. Dash gets 5+ stars from me!

I've had the pleasure of being a client of Dash Investments for several years, and I couldn't be more satisfied. Zain Griffith has been my primary point of contact, and his expertise and personalized service have been invaluable. The entire team at Dash has consistently demonstrated a deep understanding of investment management, financial planning, and tax strategies. Their ability to craft tailored plans that align with my specific goals has been impressive. They've helped me navigate complex financial la

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.

I always temper my reviews of companies that I just love because I worry that it'll sound like a paid post. So with all of the self control I can manage. Let me tell you what an absolutely fantastic firm Dash Investments has been for us. My husband and I have both recently entered our 60s. We both have health problems that have caused us to make decisions that we never thought we'd have to make but it's a damn good thing that we have a relationship with Dash Investments and specifically Zain Griffith, who i

We are delighted with Dash Investments' relationship with our family. For a number of years now, Dash Investments has given us high-quality financial guidance, all the while explaining the complexities of investing in down-to-earth language we lay people can understand. Just as important, they are a pleasure to work with: respectful, thorough, organized, and friendly. And they have great follow-through, and follow-up, on every part of their plans and promises. From them, we've become much more wise investor

Dash Investments has provided me with a logical understanding of the market and transparency of all financial activity involving my investments. Their effort to communicate accurate, logical and timely information about the market is excellent. I placed my trust in their ability to successfully handle my investments and will continue with that trust.

I began working with my advisor, Zain Griffith, in May of 2019 after doing research and conducting RFPs with various financial advisors as I started thinking about retirement in the next four to five years. My experience with him and his team has been nothing but excellent. Zain is personable, responsive, and provides insightful information and timely professional advice. He listens well and I find Dash's investment strategy is in alignment with my own. I was never anxious with my investment portfolio th

I trust Dash Investments to manage my retirement funds in the best way possible. They have seen me through hard times, especially when my husband passed, and I feel confident that they will manage the rest of my funds through my older age. My portfolio is doing well, and I am making a very solid return on my investments.

We have been very pleased with Dash overall and especially with Zain who is our financial advisor. This company has performed well with steady increases without significant risk. The information provided to us regarding tax awareness, management and corrective actions has been extremely valuable. We meet with Zain about 3-4 times per year, never feel hurried or fearful of asking "silly questions". They are the expert and treat us always with respect and use terms that are familiar to us as non financi

We switched investment advisors to Dash Investments several years ago, and have been very pleased with both their investment advice and excellent customer service. Our primary POC, Zain Griffith, Sr. VP, has been our go-to guy, and has not disappointed. Both he and Dash Investments provide consistency, regular portfolio reviews, and valuable tools to help both account management and track expenses, especially during retirement years. Dash Investments and in particular, Zain Griffith, come with our highest r

The people at Dash Investments, and Zain Griffith in particular, have provided excellent guidance for my wife and me throughout our retirement years thus far. Zain regularly checks in to make sure we are comfortable with our investments, as well as providing valuable insight into what's happening in the domestic and global markets. If anyone is looking for a financial advisor, I highly recommend Dash.

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.

I have been investing with Dash Investments for almost 10 years. I'm very happy with their useful quarterly updates and personal service. I've been working with Zain Griffith and he is always eager to help and answer all my questions.

I've been using Dash Investment for a bit over 3 years. I didn't have to worry during market up & downs knowing that my portfolio is managed by trustworthy professionals. I'd definitely recommend Dash Investment to those who are looking for a fiduciary financial advisor.

My experience with Dash Investments has included regular contact from my advisor, as well as advice and information on the company's investment strategies that keep investment growth stable. Additionally, there is information about how the economy is working - all very helpful. I'm very pleased with the results.

My wife and I consider our search for a financial advisor we made a few years ago to be one of the most important decisions we ever made. As we approached retirement we interviewed a number of highly qualified individuals and firms and selected Dash Investments to be our partner in managing our retirement funds and other finances. Our decision was based primarily on the trust that was quickly established and the aligned goals that we had with Dash. Senior VP Zain Griffith has been our point of contact sin

We have been working with our advisor, Zain, and the team at Dash for years now as we approached retirement. Across the board they have been responsive and competent. The fact that they are also extremely likeable is a wonderful bonus. We have dealt with many brokers, advisers, etc. over our many years. When it came time to consolidate our assets with one company our choice was easy. We are very happy with them.

Zain has been my IRA consultant for over 10 years. The communication between us has always exuded clear and accurate information. I also have benefited from my investment through out the years. He has kept track of my IRA, with continued support and advice. Especially now that I am a widow. I recommend Dash investments whole heartedly!!!

We have received investment assisstance from Dash Investments for over seven years. Their professional help is greatly appreciated as we have experienced growth of our resources, future financial planning and tax management considerations. Working with Zain and Jamie directly has been informative, productive and rewarding. They respond to questions and give insite to financial management as well as walk us through conducting transactions via computers. When lost they educate. We look forward to future finan

Dash is great as a financial advisor. They provide a lot of information that makes it easier to understand and plan retirement savings and investments.

I have been with Dash Investments since 1/1/23 and have been very happy with my portfolio performance. They have a sound investment strategy that enables the capture of significant upside performance while providing protection against downturns in the market. They get an A++ rating from me.

Our experience with Dash Investments, and our representative with Dash - Zain Griffith - has been very positive. Zain stays in touch, responds to our needs/questions rapidly, and provides the best guidance possible. Other staff members have likewise provided valuable information. When we received a sizeable inheritance in 2018, we interviewed a number of advisors prior to selecting Dash and Zain with whom to trust with our investments and strategies to succeed. We have never regretted that decision. S

My wife and I met Zain Griffiths 4 years ago in the middle of COVID 19 when we were starting to plan for our retirement. One of the important reasons that we decided to ask Dash Investments to help us with our retirement plan, was due to their method of having 2 years of cash available for your living expenses so you are not selling your assets through the ups and downs of the stock market for living. We only wanted a fiduciary firm to manage our money as they will do well if we do well in the market place

Zane Griffith has been my trusted advisor since 2013. He is always clear, concise, knowledgeable and friendly. As a 79 year old widow, I depend on him and he never fails to excel. He is the Best!

We have been with Dash Investments for nearly 15 years. We have worked with Zain G. from the beginning and he has given us outstanding customer service and tremendous growth in our portfolio. We are very happy with Dash and Zain. It is always a pleasure to speak with Zain he is very thorough, personable and always answers all of our questions and concerns! I highly recommend!

Finding the right advisor wasn't easy at all. There were so many choices, and we just wanted to make sure we wouldn't run out of money in retirement. We needed guidance with Retirement Planning, Social Security, Medicare, Tax planning, investments etc?. We were looking for someone knowledgeable that we could trust to handle everything for us. After going through the consultation process, Dash Investments really stood out. They did more for us during that first few meetings than our previous advisor did in t

We are so impressed with Dash Investments!!! If we have any issues or concerns, we contact Zain Griffith he goes above and beyond to make sure we are satisfied with the results. Zain and Dash Investment?s goals are to provide investors essential information to stay up-to-date with what's happening in the market. We definitely found the right advisor with Dash Investments!!!

Zain Griffith has been our contact with Dash investment for about 5 years when I retired. Our IRA is doing well and it allows to take monthly withdrawals. This allows us to do more in our retired life. Thank you Zain!

I am very please to post a 5 start recommendation for Dash Investments and Zain Griffith. After meeting with numerous Financial Advisers, prior to retiring in 2019, I contacted Dash Investments and scheduled a meeting. I was contacted by Zain Griffith. Zain spent the next hour or more asking questions and listening to my answers. He seemed genuine in his interest as to what I wanted to do with my life-time of savings and made me feel comfortable. A few days later, Zain sent me an investment plan and ex

We moved to Dash investments in 2024 and have had an exceptional experience with our portfolio and met growth objectives! Highly recommend the team for market expertise, knowledge and their strategic oversight. Thank you to Dash!!

Just finished my quarterly call with Zain Griffith, who manages my account at Dash. I have been very happy with the way my accounts have been handled and also the clarity of the strategy and results of my accounts. I have just retired with confidence that my finances are well managed.

Zain has been an exceptional financial adviser, and we couldn't be more grateful for choosing him to manage our retirement funds through Dash Investments. His professionalism is evident in every interaction, and he always makes us feel secure, even when the market experiences downturns. One of Zain's standout qualities is his honesty and transparency. He doesn't sugarcoat situations but provides truthful, straightforward advice, which gives us great peace of mind. He keeps us consistently informed and prov

After a 13 month search, I decided to place my trust and money with Dash investments. Over the past five years they have rewarded my faith with solid returns. Enough said.

I have been working with Jake Vercher and Jamie Lathrop of Dash Investments. They have been wonderful in hand holding me through the "Paper Push' of transferring all of my accounts from Vanguard / Ascensus to Schwab. They went above and beyond to help me transfer the accounts of the employees of my company retirement plan. A time consuming and tedious task done to support a new client drowning in 'red tape'. What a surprisingly great experience!

Have had money under management with these guys for about two years now. They have outperformed the S&P and the Dow by a bunch, offer excellent tools to track investments and plan for retirement, offer tax planning assistance, and all the people we've dealt with have been responsive and helpful. It's all good so far....

Zain @ Dash investment- Thank you so much for being an incredible advisor and an incredible listener. You constantly help me put things into perspective and prepare me for great things in the future. I greatly appreciate all your help. Zain you are the best .

What do I have to say about Zane with dash investments and his team in one word? JUMPING! Zane continues to update me with my investments with clear detail. Excellent team!

Dash has provided me over 10 years of high quality service and market performance, I feal I am getting excellent service

We've worked with Zain Griffith for several years. We've been more than happy with our portfolio performance, and Zain has been great to work with.

Been with Dash for several years now, they have done a great job keeping my investment portfolio healthy even through downturns.

Excellent, professional financial advice provided by some top notch professionals! They will take the time to guide you in the direction that you want to go. No pressure and a low ratio of advisor to clients makes Dash Investments a hidden gem! Thanks, Jake, Jeff and Jonathan.

They're great on the fundamentals and go the extra mile and more with personal attention and coordination with other professionals. Dash has our back, and we've never looked back.

I've been with Dash for years now. They are methodical and trustworthy. There is little turnover as they methodically research companies that meet their criteria and stay the course to evaluate the results.

Professional, knowledgeable, and committed. Haven't been with Dash for too long but am very happy with services provided thus far. Would highly recommend considering this organization if you are looking for a financial advice team.

Zain takes the time to listen to any concerns and explains the investment strategies clearly.He is an excellent advisor.

Extremely happy with the performance vs. cost and overall value we receive in tax planning, additional financial advice, and planning.

Love the team at Dash they have been a great asset to planning our financial future. Their team is top notch and I would highly recommend them to anyone.

We're grateful for the financial guidance provided by Zain and the good folks at DASH.

Always professional and answers any questions. Highly recommended and have to many. Feel confident with Dash and our future with and the investments

Excellent, professional, personalized one on one experience with Zain for past 12 years. He takes good care of us.

Zain has been great with my retirement management and planning.

Great service. I love that Zain is always there when we need advice in our financial decisions and is not afraid to let us know what is best for our future.

Super Happy with Zain Griffith and Dash Investments.They do an excellent job managing our investments.

Received phone update yesterday from Zane G. He was as always very polite and informative.

Glad I chose this company to oversee my investments. Very happy with their service.

Very professional, very Knowledgeable , You can always tell they have your best interest in mind Always Explains the current affairs . Wouldn't Work with anyone else

Very professional, knowledgable and friendly advisors. Highly recommend

Always answer my questions or concerns in a timely manner

Great customer service!