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Shafik has been successfully handling our investments since 2011. He has been very helpful and patient with us and our portfolio has evolved and grown over time. We look forward to working with Shafik to harvest our investments as we transition into Retirement.
We have been working with Shafik for a couple of years now. We are grateful to have found a fantastic advisor whose investment philosophy fits with our financial goals and who approaches risk with a business mindset. It’s been a great relationship and we appreciate his financial insight.