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Michael Ginsberg, CFP, JD
- Financial Services
- Walnut Creek, CA
About this business
Location details
2950 Buskirk Ave #150, Walnut Creek, CA, 94597, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We met Michael more than 12 years ago when our daughter was a freshman in high school in order to get financial advice to prepare for college. Now that one of our kids has graduated from college and the other about to graduate from med school, our focus in the last several years has been about retirement planning. Michael’s insight on improving our financial strategy was invaluable and tailored to our unique situation. I specifically appreciate how he is able to explain financial terms in a way that I can understand.
Deceptive, not fiduciary: steer clear! I thought Ginsberg was working for my best financial interests, but found out that I was deceived. I took my portfolio of investments to three different financial advisors, especting to receive kudos, but here is what they the said: Advisor #1) "This strategy is outdated and lazy." He then showed my why and a better plan. Advisor #2) "Why would ANYONE put someone into an account like that?! I am so sorry this happened to you." Advisor #3) "I would rate this as C-minus. I'm sorry I can't... read more
Michael professionally and effectively guided us through our financial decisions during a challenging time; providing clarity, guidance and support at each step.
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 friend... read more
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.
Frequently asked questions about Michael Ginsberg, CFP, JD
How is Michael Ginsberg, CFP, JD rated?
Michael Ginsberg, CFP, JD has a 4.5 star rating with 24 reviews.
When is Michael Ginsberg, CFP, JD open?
Michael Ginsberg, CFP, JD is open now. It will close at 6:00 p.m.
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