In 1994, Ivan Ginsberg founded Ginsberg Financial Brokerage, focusing on offering his clients a thorough approach to financial planning and asset management.
Ivan understands that his clients are at the center of his business and to successfully maintain their financial well-being, takes time. This means continually keeping a close watch on each client’s portfolio and staying in contact beyond the annual review.
Ivan understands the importance of being present for his clients, supporting them through any changes that may arise and revising their plans accordingly. It is this client-focused view that has made Ivan well aware of his capacity. Understanding that exceeding capacity would be to the possible detriment of a client, he has always kept a clear idea of the maximum number of clients he can effectively support.
As of earlier this month, GFB is proud to have reached this maximum when it took on its last client.
Ivan would like to extend his sincere thanks to all clients especially those who have placed their trust in Ivan over the last 20 years.
If you are searching for an independent financial advisor and have found us through the Internet or are viewing our website by recommendation, we unfortunately cannot accommodate you at the present time but there may still be good news.
While over the next few months, GFB is not taking on any new clients; we may have potential openings in 2015.
If are looking for an independent financial advisor and would like to enjoy the personal attention our clients receive, consider sending us an email via our contact page and we can add you to our waiting list. We will then notify you when earliest space is available and setup a meeting.