Independence

Shabbir Safri acts independently from banks and financial service providers. This independence allows him to provide unbiased advice and in the best interest of clients. Shabbir does not manufacture or own products and has no incentive to favor one product over another. Believing in Active Conceptual and Strategic Wealth Management, and with the flexibility and freedom to recommend, Shabbir has done "the best" for each client’s unique situation to achieve goals and objectives.

Individualized service and support of our clients are of paramount importance. Shabbir offers custom-tailored financial solutions designed to meet your financial goals. Your objectives matter most. His honest and the best advice makes him leading advisor.

 

Because of his personalized service, has seen enormous success with unsatisfied and mistreated clients of banks and credit unions. 

Shabbir Safri regularly sharpens his axe by continuous education and training to maintain a high level of competence in his respective areas of expertise in order to achieve the industry's highest standards. As mentioned earlier, he has the industry leading designation of CIM (Chartered Investment Manager) which additionally requires him to keep abreast the industry and stay compliant.