Diann Dupuis We have been with Custom Wealth Solutions since they were actually a different name. Both my husband and I are very happy with the expert advice, prompt market strategy moves to protect our assets, and staff that genuinely care about their clients. This is a company I recommend and have entrusted with our retirement investments.
Rabia Toor If I could give more than 5 stars, I would! Farnaz Khan is such a pleasant, sweet and knowledgeable person. She saw how flustered I was with some of my tax returns and was so kind and patient in helping me understand the process. Her goal was to make sure I understood where and how my income was being taxed and I walked away with a solid (albeit basic) amount of knowleg. I would 100 percent I recommend them!
Keri Fall Khadijah is very educated and always explains things in complete and full detail. She is great at listening and determining your true financial goal. She remains credible and I would highly recommend reaching out to see how she can help you achieve financial success!
April Wynn Dean is adept in managing any investment portfolio and is honest in his communication regarding market fluctuations and risk. After the financial crisis in 2008, my mother had lost more than half of her retirement. Dean helped her manage what was left so she could still retire comfortably.
Dean, is a kind hearted person who takes a genuine interest in every client. He is someone I trust with my assets.