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BEST RATED WALNUT CREEK, CA FINANCIAL SERVICES

3 Best Financial Services in Walnut Creek, CA

Expert-recommended Top 3 Financial Services in Walnut Creek, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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4+ YEARS IN TBR
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GINSBERG FINANCIAL STRATEGIES

(4.8 Score)
2950 Buskirk Avenue, Suite 150,
Walnut Creek, CA 94597 Directions

Since 2012

Specialty:

✓ Financial Planning ✓ Volatility Managed Investing ✓ Retirement Planning ✓ Creating a Personal Pension ✓ Maximizing Social Security Income

"Ginsberg Financial Strategies empowers its clients to achieve reliable and predictable lifetime retirement income by using their lifetime wealth blueprint. Michael Ginsberg is the founder of Ginsberg Financial Strategies. He has the book knowledge and real-life experiences to benefit his clients. Michael's success is based on his long-term client service, an investment strategy that focuses on managing portfolio volatility, and creative products and services. For over 20 years, he has been helping his clients manage the effects of market ups and downs, economic impacts from world events, and regulatory changes while keeping their long-term financial plans and goals in perspective. You can also schedule a no-obligation appointment today.

2026 Update: Ginsberg Financial Strategies received the Five Star Wealth Manager in 2025 by Five Star Professional and has been featured in Diablo magazine."

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License #4853045

Price:

Fixed Fee For Financial Planning Service
From $500
Upto $5,000

Contact:

(925) 287-8400 (925) 255-7873

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

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EP WEALTH ADVISORS

(4.7 Score)
1333 North California Boulevard, Suite 100,
Walnut Creek, CA 94596 Directions

Since 1999

Specialty:

✓ Retirement Planning ✓ Estate Planning ✓ Tax Planning ✓ Business Planning ✓ Financial Planning ✓ Investment Management ✓ Family Office Services ✓ Divorce Planning Services

“2026 Update: EP Wealth Advisors offers bespoke financial planning and investment management services. Their experienced team creates customized financial plans aiming at managing and increasing wealth. They combine insight and experience with an understanding of client’s life to build personalized financial plans. Brian and Derek joined to start EP Wealth Advisors and they offer objective financial planning and investment advice with an understanding that each client is unique. At EP Wealth Advisors, every client receives extensive planning and investment services that are reserved typically for wealthy families.”

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License #201720010301

Price:

Financial Planning and Consulting Services Hourly Fee $500

Contact:

(925) 283-2201

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Allworth Financial - Walnut Creek, CA Financial Services - Portrait
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ALLWORTH FINANCIAL

(4.7 Score)
1676 North California Boulevard, Unit 410,
Walnut Creek, CA 94596 Directions

Since 1993

Specialty:

✓ Financial Planning ✓ Investment Management ✓ Tax Planning ✓ Estate Planning ✓ Insurance Services ✓ 401(k) for Employers

“2026 Update: Allworth Financial has more than 80 years of experience providing personalized and comprehensive wealth management services to individuals and families. Their team is ready to offer extensive support to you including optimizing your investment portfolio, planning for retirement, or developing money-saving tax planning strategies . Adam Kint is the Vice President of Advisors for Allworth Financial in the western states region, and a Certified Financial Planner® professional with over three decades of experience in the financial sector. Allworth Financial believes that guidance should be complete, personalized with your best interest. By leading with integrity, deep expertise, and a commitment to excellence, their chief decision makers continually work to ensure their firm delivers upon that promise to you. ”

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License #0D34087

Contact:

(925) 472-0874

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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GINSBERG FINANCIAL STRATEGIES 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 advise.

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.

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.

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EP WEALTH ADVISORS REVIEWS

I have been working with Laura and her team for over five years and it has been an amazing experience for me. They are the most responsive and helpful people I could have ever hoped for, and I have prospered financially from their planning. I have recommended Laura to several of my friends, and they have all been very impressed as well.

My advisor, Laura Knolle, is not only extremely knowledgeable and informative, but also exceptionally caring. As I am a recent widow, Laura has helped me navigate questions ranging from insurance to car purchases. EP Wealth Management has taken the worry out of my financial future.

I have entrusted Jonathan & EP Wealth with my finances for years. Jonathan is honest, has integrity, and keeps in constant touch. I recommend Jonathan & EP Wealth wholeheartedly.

ALLWORTH FINANCIAL REVIEWS

I love my Advisors at Allworth. Richard and Jordan are detailed and thorough and help me invest for the long term considering tax issues. Their assistant Jamie is awesome too.

I am very happy with the service and investment strategy of Allworth.

TBR® Inspection Score Report

GINSBERG FINANCIAL STRATEGIES Total Inspection Points: 114/120
Current Evaluation: 8
Experience: 8
Complete Info: 9
Legitimate Ratings: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Pricing: 10
Review Analysis: 10
Website Source: 10

TBR® Inspection Score Report

EP WEALTH ADVISORS Total Inspection Points: 113/120
Acknowledgments: 8
Business Hours: 8
Current Evaluation: 8
Complete Info: 9
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ALLWORTH FINANCIAL Total Inspection Points: 112/120
Complete Info: 8
Current Evaluation: 8
Review Analysis: 8
Legitimate Ratings: 9
Reviews Accuracy of : 9
Business Images: 10
License: 10
Exact Services: 10
Experience: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10