Marin Wealth Advisors LLC - San Rafael, California

Overview of Marin Wealth Advisors LLC

Marin Wealth Advisors LLC, nestled at Address: 899 Northgate Dr #300, San Rafael, CA 94903, United States, stands out as a reputable financial consultancy service in Marin County. With a dedicated phone line Phone: 4154585880 and a professional online presence through Website: marinwealthadvisors.com, this firm provides a comprehensive range of financial services tailored to meet client needs.

Specialties

Marin Wealth Advisors specializes in Investment service, Financial consulting, and Financial planning. Their commitment to offering personalized financial advice ensures that each client's unique situation is addressed with care and expertise. Whether it's guiding clients through investment opportunities or creating tailored financial plans, Marin Wealth Advisors covers a broad spectrum of financial needs.

Facilities and Accessibility

For those visiting the office, it's noted that the location is wheelchair-accessible, featuring both a car park and an entrance that accommodates mobility aids. This attention to detail reflects the company's commitment to inclusivity and customer comfort.

Client Opinions and Experience

Clients have left positive reviews on Google My Business, highlighting the firm's integrity and client-centric approach. With an average rating of 4.4/5 based on 7 reviews, it's clear that many clients value the personal touch and genuine service provided by Marin Wealth Advisors. One such testimonial speaks highly of Michael Castro, the advisor, who is praised for his respect, trustworthiness, and educational approach, demonstrating a genuine care for his clients' financial well-being.

Recommendation for Prospective Clients

Those considering their financial future would do well to reach out to Marin Wealth Advisors. Their expertise in investment services, financial consulting, and planning, coupled with their commitment to client satisfaction as evidenced by their high ratings, makes them a trustworthy partner for anyone looking to navigate the complex world of finance. To learn more or to schedule an appointment, visit their website at marinwealthadvisors.com or give them a call at 415-458-5880. Don't miss the opportunity to take control of your financial future with professionals who prioritize your needs and strive to educate and empower their clients.

👍 Reviews of Marin Wealth Advisors LLC

Mollie D.

5/5

Michael Castro has been my advisor for a few years now. Mike always treats me with respect and I trust him - which is incredibly important. I recently spoke to Mike about moving my money from him into a piece of property — he didn’t try to persuade me into doing what HE thought was best for my money - he educated me and answered my questions — and I appreciate that. He’s genuine and puts the needs of his clients first.

Denni B.

5/5

I have the utmost trust and confidence in Marin Wealth Advisors. Bob Hunter has done an excellent job managing our portfolio of investments, striking an effective balance in risk management and profitability. I highly recommend Bob and the MWA team!

Rick B.

5/5

I've worked with Marin Wealth Advisors for the last several years and am very pleased with our results and their very personalized service. I'm glad that they also have a new San Francisco location, which makes it much easier to visit with my advisor (Robert Hunter) when it is convenient for me. I highly recommend this firm

O C.

5/5

Bob and his team have provided excellent service and advise on our business accounts. He is professional, knowledgable, and always readily available to answer my questions. He also helps with our personal finances which is a plus! I highly recommend Marin Wealth Advisors because they are reliable and a pleasure to work with!

Ferdinand M.

5/5

Bob Hunter and the team have provided me with personal service linked to outstanding results. Getting to know me first and analyzing my investment needs, they know when to make a move and when to hold steady even when I wanted to jump the gun. There are a pleasure to work with and have exceeded my expectations.

Vicki A.

5/5

Marin Wealth Advisors continues to assist me with my retirement planning. After meeting with MWA I feel more assured and secure about my future retirement and my sleepless nights have ended!

Austin G.

1/5

Definitely not the guy for me