Ginsberg Financial Strategies - Walnut Creek, California

California Balsamic

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.

helen moon

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.

Jackie McCool

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.

Martin Garrett

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.

Andi Schreibman

Michael has been so helpful in helping me put together a superior plan for my investments as I approach retirement this year. I have done a good job of accumulating wealth on my own, but I have found myself at a complete loss as to how to participate in the market the last two years, and how to plan for my needs in retirement. Michael listened carefully to my personal goals, objectives, concerns and issues now and for the future, and designed a fine investment plan that meets all of my needs. It protects my assets even during this volatile market, contains sufficient growth while protecting the downside, addresses tax efficiency in retirement, and has worked with me to define a working budget for retirement taking into consideration regular monthly cash flow needs in addition to future expenses on my bucket list such as travel and home improvements and concern about long term care. He has provided a plan to efficiently organize and utilize funds to meet cash flow needs in smart ways that I had never thought of. He also knew of funds to recommend that I was completely unaware of. Truly I have found Michael to have my best interests at heart and I have appreciated the many hours of time that he has provided to me to ensure he is designing a plan that is optimum for me. I have never had such great personalized service with any financial broker I have ever worked with, and I strongly recommend GInsberg Financial Services to others.

Gilbert Khalil

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.

Deb Villalobos

We have trusted Michael with our investment portfolio for about 9 years now. He is extremely knowledgeable and professional. Michael takes a personal interest in your investment success and his advice to us has been excellent. We will continue to trust our investments with Michael going into our retirement years which, thanks to his expert guidance, will start in just a couple of years. We have referred many people to Michael including our immediate family members who have all been very satisfied with his work.

Terrie Tate

I sought Ginsberg Financial Strategies to address my financial concerns and find effective solutions.
My favorite aspect of working with them is their exceptional service and the personalized attention to my financial goals.
I would highly recommend Ginsberg Financial Strategies to anyone considering becoming a client due to their expertise, reliability, and commitment to client success.