Financial Advising in Walnut Creek, CA

“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 advisor.”

“Upon the recommendation from several colleagues who are Pat Vitucci satisfied and "happy with his service" customers, I attended one of his financial seminars. I discovered that Vitucci and Associates have and are performing at the very top of the nation's broker-dealers. So, after meeting the man personally, I decided to utilize his services. Through numerous and significant market fluctuations, I candidly state they "protected me from myself" on more than one occasion and as a customer, I am satisfied. Further, it appeals to me to have an experienced, local go-to person for my financial needs rather than some "order-taker" for one of many large investment firms. So far I am happy with Vitucci and Associates, highly-recommend them, and will continue with them into the foreseeable future.”

“Stoyan Panayotov has ben indispensable to my life. He is a beacon in a darkened sea. More than merely smart, talented, and competent; he has an overview of the financial world that has served me well for years. When my dad died, there was a lot of consolidating to do. Stoyan was there every step of the way. It’s that extra touch that is so meaningful. He is a good person, very relatable, and easy to talk to … about anything. I can’t recommend him enough.”

“Fidelity has managed my Roth IRAs and Investments since 2014 and have done a wonderful job. With the current down turn in the market, they have managed to still bring in interest.”

“Today, my daughter and I had a walk-in at this Walnut Creek branch. We were greeted by a willing lady at the reception desk. While walking us through a couple of paperwork thingies to take care of, her assistance simply wowed us. At banks, opening an account would take a long, convoluted process, but it was quickly and easily done. Same thing for the other one, more complicated, since it related to a living trust. On our way back home in the car, we kept talking about how efficient and effective her help was. She was impressively knowledgeable and professional. Even more impressive was her demeanor - cheerful, delightful, and uplifting. She also gave us a few tips, which helped us make an informed decision. Wow. We had no idea how come this branch got a low rating. When we had seen the lackluster ratings, it lowered our expectations when we stepped in, but we were in for a pleasant surprise. 5-star, hands down, to us!”