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Dash Investments

21600 Oxnard St #1755, Woodland Hills, CA 91367

A+ Grade

What People love about this company

Robert Flory

Review

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.

Mary Hoover

Review

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.

Donna Edwards

Review

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.

Phil Kalstrom

Review

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. Sincerely, Stacy and Phil Kalstrom

Colleen Wareing

Review

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 financial experts.

About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm and has been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business and Columbia Business School covering Financial Analysis, and Valuation.

About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm and has been featured in Forbes, Wall Street Journal, and numerous other p...

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Reviews

(23) Reviews for this company

1 Stars

0%

(0)

2 Stars

0%

(0)

3 Stars

0%

(0)

4 Stars

0%

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5 Stars

100%

(23)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

5

M

Mary Hoover

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.


R

Robert Flory

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.


D

Donna Edwards

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.


Y

yelena yeliokumson

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.


L

Linda Johnson

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


B

Burt Wilsker

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 recommendations.


C

Colleen Wareing

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 financial experts.


P

Phil Kalstrom

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. Sincerely, Stacy and Phil Kalstrom


T

Toko Thompson

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 throughout the pandemic and beyond. My portfolio has grown nicely and it gives me confidence that Zain and his team will continue managing my portfolio well. Although I'm still working and may not retire for another few years, I joke with Zain that I may call him up all of a sudden to declare my reitrement as I can retire now thanks to his careful management of my portfolio. With appreciation.


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Peter Emery

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 and chasing a few dreams, adventures, and hobbies. We are avid news followers, opinionated on various topics, but our Wall Street acumen would be considered peripheral at best. We enjoy it when Zain reaches out several times a year, and brings us up to date on the latest thoughts that Dash has on the current situations of the day. This is their daily world, a little different from ours, and they’re really good at it, with sound judgement, as evidenced by the stability and growth in our


T

Tim Kerber

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.


M

Michael Fischer

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.


R

Randall Adams

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 investors. We trust the highly-competent people at Dash Investments, and we've become more confident and secure in our investment practices. Good job, Dash Investments!


K

Kevin Knudsen

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 or concern we have. Our quarterly calls are especially helpful, offering clear, informative updates that give us great confidence in our financial strategy.We truly appreciate the professionalism and expertise of the entire team at DASH. Highly recommend them to anyone looking for a responsive and trustworthy investment advisor.


J

James Liney

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!


M

Mark Chullino

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!


M

Melanie G.

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 landscapes with confidence and ease.I wholeheartedly recommend Dash Investments to anyone seeking a reliable and knowledgeable financial partner. Their commitment to excellence is evident in every interaction.


K

Karen Holt

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!


R

Rosemary Wakeford-Evans

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.


F

Frank Lindbloom

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.


G

Gerald Bruce

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!


K

Kate Goodman

I have been using Dash Investments for the past several years and I am extremely happy with the way they have managed my portfolio. Unlike investment companies I have used in the past, I believe my individual needs and goals are always taken into account. Zain Griffith, my advisor, is extremely knowledgeable and I am always given regular updates. I very highly recommend their services.


T

Tammi Yoder

We have been a client of Dash for the last three years. Great experience with our partnership. Clear, concise communication with Zain and Jeff, providing advice and guidance. Very satisfied with the management and results of our portfolio. Highly recommend.


Photos

Reviews

(23) Reviews for this company

1 Stars

0%

(0)

2 Stars

0%

(0)

3 Stars

0%

(0)

4 Stars

0%

(0)

5 Stars

100%

(23)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

5


R

Robert Flory

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.


M

Mary Hoover

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.


D

Donna Edwards

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.


P

Phil Kalstrom

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. Sincerely, Stacy and Phil Kalstrom


C

Colleen Wareing

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 financial experts.


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