About Us

Since 1976, our Registered Investment Advisor has managed substantially over 300 million dollars of clients’ assets. In addition, he has acted as Trustee for many family trusts and foundations. We are working with many estimate planning attorneys, tax attorneys and CPA’s to deliver seamless transactions for family trusts and family foundations where Farah Financial Services acts as a trustee or successor trustee.

Farah Financial Services offers portfolio management with no commissions, thereby eliminating the apparent “conflict of interest” with the traditional broker-client relationships. Clients enjoy a single wrap fee which is less than half of our major competitors’ fees. Our company website (farahas.com) offers one-stop research tools and daily personal account updates. We offer personal management and trustee services often only associated with a bank trust department.

Clients at Farah Financial Services enjoy some of the most innovative private banking services in the investment industry.

We have expanded our private banking services by offering automatic bill payment from personal accounts for utilities, house payments, credit cards and many other recurring expenses. These services especially appeal to our mature clients, assisted living residents, professionals and frequent travelers who can plan extensive trips without worrying about coming home early to make bill payments.

Full private office and board room for clients.

Many of our clients are retired or professionals who have regular business, personal or charitable board meetings. Without a formal office, they are often uncomfortable with numerous or unknown individuals coming to their private homes to discuss business matters, an invasion of their personal privacy. We now offer a full private office and/or board room to our registered clients at no charge. Our client office is beautifully appointed with rich custom office furniture, telephone, fax, computer and reception service. Our board room comes with a custom wooden conference table, luxurious seating and conference telecommunication.

The private world of the successful…

Our sphere is one of the most successful set of clients, leaders and affiliations around the globe. We have access to many of the great private clubs, yacht facilities and entertainment venues. A registered client of Farah Financial Services only needs to contact the customer service representative to arrange a private invitation.