Insights

Expansion and Growth Ginsburg Financial Advisors recently joined Wealth Enhancement Group, gaining access to a national platform with over 55 billion dollars in client assets. This presents an opportunity to offer scalable solutions, advanced technology, and expansive service offerings to support their growth and operational efficiency.

Market Positioning As a small, independent firm with a focused client base and a high level of personalized service, Ginsburg Financial Advisors is positioned to leverage technology and resources from their larger parent organization to compete more effectively with larger national firms.

Technology Utilization The company's use of modern tech stack elements such as Section.io and Cloudflare CDN indicates openness to digital solutions that enhance cybersecurity, website performance, and client engagement, presenting opportunities for integrated financial technology offerings.

Client Service Focus With a limited team serving a small number of loyal clients, there is potential to introduce sophisticated CRM and client engagement tools to strengthen relationships and improve service delivery, especially as they expand post-acquisition.

Financial Sector Trends Operating within a highly competitive industry with peers like Charles Schwab and Fidelity, Ginsburg Financial Advisors could benefit from partnerships or integrations with custodial and trading platforms to enhance their investment capabilities and attract high-net-worth clients.

Ginsburg Financial Advisors, Inc. Email Formats	Example	Percentage
FLast@ginsburgadvisors.com	JDoe@ginsburgadvisors.com	50%
FLast@ginsburgadvisors.com	JDoe@ginsburgadvisors.com	50%

Ginsburg Financial Advisors, Inc. Email Formats

Example

Percentage

FLast@ginsburgadvisors.com

JDoe@ginsburgadvisors.com

50%

FLast@ginsburgadvisors.com

JDoe@ginsburgadvisors.com

50%

Frequently Asked Questions

Where is Ginsburg Financial Advisors, Inc.'s headquarters located?

Ginsburg Financial Advisors, Inc.'s main headquarters is located at 6201 Medau Place Suite 101 Oakland, California 94611 United States. The company has employees across 1 continents, including North America.

What is Ginsburg Financial Advisors, Inc.'s phone number?

You can contact Ginsburg Financial Advisors, Inc.'s main corporate office by phone at

+1-510-339-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ginsburg Financial Advisors, Inc.'s official website and social media links?

Ginsburg Financial Advisors, Inc.'s official website is ginsburgadvisors.com and has social profiles on LinkedIn.

What is Ginsburg Financial Advisors, Inc.'s SIC code NAICS code?

Ginsburg Financial Advisors, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Ginsburg Financial Advisors, Inc. have currently?

As of February 2026, Ginsburg Financial Advisors, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Office Manager: D. A.Certified Financial Planner: L. G.. Explore Ginsburg Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Ginsburg Financial Advisors, Inc. belong to?

Ginsburg Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Ginsburg Financial Advisors, Inc. use?

Ginsburg Financial Advisors, Inc.'s tech stack includes Section.ioCloudflare CDN.

What is Ginsburg Financial Advisors, Inc.'s email format?

Ginsburg Financial Advisors, Inc.'s email format typically follows the pattern of FLast@ginsburgadvisors.com. Find more Ginsburg Financial Advisors, Inc. email formats with LeadIQ.

When was Ginsburg Financial Advisors, Inc. founded?

Ginsburg Financial Advisors, Inc. was founded in 1981.

Ginsburg Financial Advisors, Inc.

Financial ServicesCalifornia, United States2-10 Employees

We are a 41 year old small, independent, successful, locally owned firm comprised of CFP® Practitioners and professional associates furnishing a high level of service to our loyal clientele.  Our office is at 6201 Medau Place, Suite 101, Oakland, CA 94611, in the Montclair Village Business District of Oakland.  Our professional affiliation with a financially strong, large national company provides us with significant resources to better serve our clients. Our team of seven serves a limited number of client families.

As of December 1, 2022, Ginsburg Financial Advisors joined Wealth Enhancement Group, a well-respected national Registered Investment Advisor.  We are excited about the additional resources we will now have available to our clients.  

Registered Principal, Branch Manager
Wealth Enhancement Group (WEG)
Securities through LPL Financial, Member FINRA & SIPC 
Advisory Services through Wealth Enhancement Advisory Services 
WEG & LPL are separate companies

Insights

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