Silverberg Wealth Management - Westlake Village, California

Silverberg Wealth Management, located at Address: 340 N Westlake Blvd Suite 118, Westlake Village, CA 91362, is a financial planning firm that specializes in providing personalized investment strategies. With a phone number: 8054977032 and website: silverwm.net, the company has received positive reviews and is known for its exceptional customer service.

Specialties

As a financial planner, Silverberg Wealth Management is dedicated to helping individuals and families achieve their financial goals. The company offers a range of services, including retirement planning, investment management, and estate planning.

Other Points of Interest

The company's location is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. Restrooms are also available, and appointments are recommended. Silverberg Wealth Management has received 1 review on Google My Business, with an average rating of 5/5.

Opinions

According to reviews, Silverberg Wealth Management is a highly recommended firm for retirees and anyone looking for a financial planner. The company's financial advisors are known for their attentiveness, knowledge, and ability to satisfy clients' investment needs. One client stated, "Marcus Silverberg has always listened to my needs and kept a close eye on my investment activity. He has found investments that satisfy my requirements for low risk and high yields. He makes suggestions and then never pressures me. My portfolio has grown, and so has my bottom line. I highly recommend him for retirees and anyone else."

Recommendation

If you are looking for a financial planner who will listen to your needs and provide personalized investment strategies, Silverberg Wealth Management is an excellent choice. With its convenient location, wheelchair accessibility, and exceptional customer service, the company stands out as a top choice for financial planning services. Contact Silverberg Wealth Management today through their website or phone number to schedule an appointment and start achieving your financial goals.

👍 Reviews of Silverberg Wealth Management

Joyce R

5/5

I have been investing through Silverberg Wealth Management for 5 years. My financial advisor Marcus Silverberg has been great. He's so much better than my last investment advisor! Marcus has always listened to my needs and kept a close eye on my investment activity. He has found investments that satisfy my requirements for low risk and hi yields. He makes suggestions and then never pressures me. My portfolio has grown and so has my bottom line. I highly recommend him for retirees and anyone else.