Silverberg Wealth Management - Westlake Village, California

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Silverberg Wealth Management: A Premier Financial Planning Firm

Silverberg Wealth Management, located at 340 N Westlake Blvd Suite 118, Westlake Village, CA 91362, stands out as a trusted name in financial planning, offering personalized services to its clientele. With a focus on creating sustainable investment strategies tailored to individual needs, this firm has garnered a strong reputation for delivering on promises. The company operates with an accessible approach, ensuring that clients feel comfortable discussing their financial goals and challenges. With just one review currently available on Google My Business, the average opinion is a commendable 5/5, hinting at a highly satisfied customer base. To those considering financial planning services, Silverberg Wealth Management offers a promising start, especially for those seeking a dedicated financial planner like Marcus Silverberg.

Address and Contact Information

Address: 340 N Westlake Blvd Suite 118, Westlake Village, CA 91362, United States

Phone: 805-497-7032

Website: silverwm.net - This online presence provides potential clients with easy access to services, investment options, and more about the firm's expertise.

Specialties and Services

Financial Planning: Silverberg Wealth Management specializes in offering comprehensive financial planning services. Their expertise lies in crafting investment strategies that balance risk and reward, ensuring clients achieve their financial objectives.

• Personalized investment advice
• Long-term financial strategy development
• Retirement planning
• Wealth preservation and growth
• Tax-efficient investing

Facilities and Accessibility

The firm's physical location is equipped with facilities to accommodate all clients' needs. Wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet ensure that individuals with mobility challenges can comfortably visit the office. This commitment to accessibility reflects the company's dedication to inclusivity.

Appointments and Services Recommendation

While appointments are recommended to ensure personalized service, Silverberg Wealth Management encourages prospective clients to reach out. This proactive approach demonstrates the firm's commitment to client engagement and satisfaction.

Client Opinions and Experience

The limited but overwhelmingly positive feedback on Google My Business underscores the high level of service provided by Silverberg Wealth Management. A client shares, "I have been investing through Silverberg Wealth Management for 5 years. My financial advisor Marcus Silverberg has been great. He's so much better than my last investment advisor Marcus has always listened to my needs and kept a close eye on my investment activity. He has found investments that satisfy my requirements for low risk and high yields. He makes suggestions and then never pressures me. My portfolio has grown and so has my bottom line. I highly recommend him for retirees and anyone else." This testimonial reflects the firm's ability to build long-term, trusting relationships with its clients.

Summary and Recommendations

For individuals seeking reliable, personalized financial planning, Silverberg Wealth Management presents a compelling option. The firm's commitment to client satisfaction, exemplified by the high average rating, makes it a standout choice in the competitive financial advisory space.

Conclusion

Silverberg Wealth Management is a firm that not only offers expert financial planning services but also ensures that every client feels valued and understood. With its accessible location, a dedicated team of financial planners like Marcus Silverberg, and an exemplary client satisfaction rate, it stands out as a recommended choice for anyone looking to secure their financial future.

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👍 Reviews of Silverberg Wealth Management

Joyce R.

5/5

I have been investing through Silverberg Wealth Management for 5 years. My financial advisor Marcus Silverberg has been great. He's so much better than my last investment advisor! Marcus has always listened to my needs and kept a close eye on my investment activity. He has found investments that satisfy my requirements for low risk and hi yields. He makes suggestions and then never pressures me. My portfolio has grown and so has my bottom line. I highly recommend him for retirees and anyone else.