3 Best Financial Services in Walnut Creek, CA

“Ginsberg Financial Strategies is led by Michael Ginsberg, JD, CFP®, a financial planner with over 25 years of experience in personal business and investment. Michael's success is based on his long history of client service, a sound investment strategy that focuses on managing portfolio volatility, and innovative products and services. He is 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. With a specialization in retirement income planning and Michael's proven 5-step process, he creates personalized plans that give his clients the best opportunity to achieve their envisioned retirements. You can also schedule a no-obligation appointment today.”

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“Capital Advantage, Inc. is proud to be a local, employee-owned firm serving over 1000 individuals. They have over 40 years of experience. The firm was founded directly responding to a glaring need in the financial industry, independent thought in investment planning, and a loyal commitment to clients. They believe providing outstanding client service is the key to success in any industry, especially when managing your financial future. They pride themselves on being responsive, available, and accommodating. They are committed to helping you define and achieve your financial goals. They aim to provide highly personalized service, custom portfolio management, and tailored financial planning. Wherever you are on your financial journey, Capital Advantage has broad expertise and customized solutions to address your unique situation and goals.”

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“Bedell Frazier Investment Counselling, LLC is led by Mike Frazier, who serves as the managing partner and CEO. He oversees investment strategies and runs the company. He is a member of the CNN Alumni Association and more. He has three decades of industry experience in the investment and media industries. Bedell Frazier Investment Counselling, LLC is an independent SEC-registered investment firm that customizes and actively manages individual portfolios based on their client's needs. Their team focuses their time and energy on people who need a helping hand. They are proud to continually be sourced by today's top business and finance publications for their expert insights and unique financial perspectives. At Bedell Frazier Investment Counselling, LLC , financial planning is included at no additional cost to clients who have reached their minimum asset size. Their financial plans are designed to be dynamic, so the plan can be updated quickly when your life changes. They can assist and guide you wherever you are along your retirement journey.”

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