Where Your Financial Wellbeing Is Our Mission

I have known Abdollah for almost seven years in various capacities, but I have recently started our collaboration as my financial advisor. Abdollah is an ethical problem solver who has the best interest of his clients at heart. Now the question is: how do we define the best interest? He sees his role not as a "let's fix things now" advisor but as a "let's see the long-term perspective" consultant. He creates a holistic view of his clients' finances and offers the most specialized and personalized honest solutions. Finance has been less stressful and more in control since my wife, and I started working with Abdollah.

I just wanted to take a moment to share my great experience with Mr Safavi. He is one of the best advisers in fields of wealth management and insurance. He is helpful and patient, professional, and great at communicating. He is extremely responsive to all types of questions or requests that we have, and also willing to assist however he can. Highly recommend him👍

“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.”