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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 |
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different financial advisors, especting to receive kudos, but here is what they the said: Advisor #1) "This strategy is outdated and lazy."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.
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, CFP, JD has a 4.4 star rating with 23 reviews.
Michael Ginsberg, CFP, JD is closed now. It will open on Monday at 9:00 a.m.
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