CWPIM - The Conscientious Wealth Planning and Investment Managememt

"I have been a partner of Ali Syed for many years now and he is the only person I would recommend financial and investment services to. Up until I met him I would just say I didn't know anyone because I was yet to find someone I could trust would take care of both the person and the finances. Ali takes care of both. I am extremely impressed with how hard he works for each one of his clients and am proud to call him a partner. His professionalism combined with his extensive knowledge is sets him apart. Also his ability to understand people, ask questions, and move slowly and methodically is what keeps me sending my closes family and friends to him."

"Passion, knowledge and general interest in achieving the best for his clients. I would highly recommend him to anyone wanting to achieve better financial outcome. Looking forward to the coming years. Linda, and Frank 2020."

"My family has known Ali Syed since I was 14 years old, I'm 32 now! He has managed my accounts, my parents and my grandfather's (when he was still alive). I can not say enough great things about him. He is loyal, honest, brilliant and very diligent when it comes to financial planning and investments. We have all trusted him whole heartily and have never been disappointed. He stays in contact with us and we have quarterly meetings where he gives us detailed updates and makes suggestions based on the market, the economy and world events. I would consider him to be family first before my financial advisor. He takes his job very seriously and his level of professionalism and experience make him the only person I would trust with my current investments, and future planning. He is a 10/10!!"

"We have known Ali Syed for almost 20 years, through the inception of CWPIM. His professionalism, knowledge and personal touch has been outstanding. We have mentioned him to many of our friends and will so in the future Bill and Linda Malzone"

"Ali is hands down the best financial planner and advisor I’ve ever met. He’s shepherded my family through both boom and bust and has always been thoughtful, detail oriented, and responsive. His incredible work ethic and unwavering morality make him someone I trust with my hard earned finances. However, it’s the fact that he cares deeply about my wellness and my family’s future that make Ali exceptional. From putting me in touch with resources for tax planning to trust creation, Ali has always been thinking about the big picture. I’m so thankful to have someone as intelligent and proactive as Ali watching out for me. Cannot recommend him enough!"