Ginsberg Financial Strategies
2950 Buskirk Avenue, Walnut Creek, CA 94597
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Ginsberg Financial Strategies is a finance institution located at 2950 Buskirk Avenue in Walnut Creek, California, United States. Specializing in retirement planning, the institution caters to high earners and diligent savers who have at least $1 million to invest in their retirement.
The team at Ginsberg Financial Strategies understands the fears and uncertainties that come with planning for retirement, especially after experiencing market downturns or major life changes such as divorce or caregiving responsibilities. They offer a collaborative process that handles research and analysis to provide clients with a simple and reliable retirement strategy.
With a focus on creating a stable income for the rest of your life, Ginsberg Financial Strategies offers a transparent fee structure and personalized consultations to help clients understand their goals and situation. As an independent advisor, their loyalty is to the client, ensuring that their ultimate duty is to help clients achieve their retirement goals.
Ideal clients for Ginsberg Financial Strategies are diligent savers within 5 to 10 years of retirement who are seeking careful growth and protection from market losses. The institution works best with clients who are intelligent, coachable, and willing to collaborate on their retirement strategy.
Whether clients are located in California or across the country, Ginsberg Financial Strategies is able to work with them virtually to create a Lifetime Wealth Blueprint™ for reliable and predictable retirement income. Clients can download a free report to discover three reliable ways to steady their income and take the next step toward a better financial future.
Reviews
"My wife and I have been looking for financial advisor that would help us with our soon to be retired life. We heard about Michael and he invited us to have a free consultation at his office on a Saturday to fit our busy schedule. We wanted someone who could give us a wide range of financial options from conservative funds to a little better returns with slightly more risk. He has been over the top easy to work with and because we live two hours from his office, we've done Zoom meetings ever since. Michael is more than friendly and has given us several funds to choose where to invest. We would highly recommend Ginsberg Financial Strategies to anyone looking for an advisor."
"Michael helped me create a retirement plan that aligned with my short and long term goals. I appreciate the time he takes in person to explain the investment strategies, review the personalized plan, and go over any questions you may have at any point. His investment strategies to minimize risk offer peace of mind which is priceless."
"Michael is one of the most knowledgeable and energetic financial planners I have ever worked with. He is an advocate and sincere. While Michael is a strong advocate for his financial recommendations, he is very open to my disagreeing and in the end, I have made the final decisions."
"Michael Ginsberg has been managing our finances for almost 10 years. He helped me transition seamlessly to retirement about 3 years ago. His flawless investment strategy allows me to receive monthly/quarterly distributions to augmernt my Social Security. Basically, he has allowed me to retire with financial independence with a worry free financial portfolio."
"I first started working with Ginsberg Financial Strategies to establish a financial plan to pay for both of my children’s college educations. Now I am working with Michael to plan and pay for my retirement. He has always been willing to listen and answer any questions I might have, and I never feel pressured to do anything I am not comfortable with or confident in. I am no longer worried about outliving my retirement funds. Michael and Kelly are a pleasure to work with."
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