Ginsburg Financial Advisors, Inc. Email Format

Financial ServicesCalifornia, United States2-10 Employees

Ginsburg Financial Advisors, Inc. is a small, independent financial services firm based in Oakland, California, with a history spanning about four decades. Its team includes CFP practitioners and professional associates who deliver a high level of service to a loyal client base, serving a limited number of client families. The firm operates from an office in the Montclair Village area of Oakland, reflecting its local clientele and community focus.

Operationally, the firm functions as an independent registered investment adviser, with securities carried through LPL Financial and advisory services provided through Wealth Enhancement Advisory Services. In December 2022, Ginsburg Financial Advisors joined Wealth Enhancement Group, a national RIA, a move that expanded resources available to its clients while preserving the local, independent nature of its advice.

Sign up for free to view info

Company overview Employee directory