“Dilshad has been our family financial advisor for several years now – and we have been satisfied clients
Her detailed retirement planning has been valuable in understanding investing for long term.
We’ve also benefited from her advice on diversifying investments across various categories.
Dilshad is also very approachable – and her dedicated staff at office is very helpful with all paper work and queries.
Her recent online portfolio update has also been very useful.
Thanks Dilshad for your financial suggestions and advice over the years!
May 29, 2012

hired Dilshad as a Financial Advisor in 2001, and hired Dilshad more than once
Top qualities: Personable, Expert, High Integrity