Moraes & Cassidy Group - San Rafael, California

Address: 7 Mt Lassen Dr, San Rafael, CA 94903, United States.
Phone: 4157854867.
Website: moraescassidygroup.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Moraes & Cassidy Group

☎️4157854867

⏰ Open Hours of Moraes & Cassidy Group

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Moraes & Cassidy Group

About Moraes & Cassidy Group

Moraes & Cassidy Group, located at 7 Mt Lassen Dr, San Rafael, CA 94903, United States, is a renowned financial planning firm that has been dedicated to providing exceptional financial services to its clients for many years. With their expertise in understanding markets from both historical and current perspectives, they have built a solid reputation for delivering tailored solutions to meet their clients' long-term financial goals.

Specialties and Services

The firm specializes in financial planning, offering a range of services to help clients navigate their financial journey. They pride themselves on their ability to listen to their clients and provide calming, steady guidance, especially during volatile market conditions. Moraes & Cassidy Group is committed to forming long-term partnerships with their clients, ensuring that they have a comprehensive understanding of their clients' needs and goals.

Accessibility

Recognizing the importance of accessibility, Moraes & Cassidy Group ensures that their office is equipped with wheelchair-accessible facilities, including a parking space, entrance, and toilet. This commitment to accessibility reflects the firm's dedication to serving a diverse clientele.

Reviews and Opinions

Moraes & Cassidy Group has garnered a strong reputation among its clients, as evidenced by their 6 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the firm's expertise, personalized approach, and calm, steady guidance, particularly during challenging market conditions. One client shared their positive experience with Ryan Cassidy, stating that he has done a tremendous job and has full confidence in his ability to help them meet their long-term financial goals.

Contact Information

For those seeking financial planning services, Moraes & Cassidy Group is readily available to assist. You can reach them by phone at 4157854867 or visit their website at moraescassidygroup.com. Appointments are recommended to ensure personalized attention and a focused discussion of your financial needs.

Final Recommendation

If you are looking for a reliable, experienced, and client-centered financial planning firm, Moraes & Cassidy Group is an excellent choice. Their commitment to understanding their clients' unique situations and providing personalized, long-term solutions sets them apart. We highly recommend contacting Moraes & Cassidy Group through their website or by phone to schedule an appointment and begin your journey towards financial success.

👍 Reviews of Moraes & Cassidy Group

Moraes & Cassidy Group - San Rafael, California

Ray G.

5/5

I started an account with Moraes & Cassidy Group in 2020 and will be adding funds in 2021. Ryan Cassidy has done a tremendous job for me. He understands markets from both an historical and current perspective. If you're looking for a long-term financial partnership Moraes & Cassidy Group is a great firm to be with.

purplebeetsalad

5/5

I have full confidence that Ryan Cassidy will use his expertise in the financial systems to help me meet my long term goals. He listens. He has very calming steady influence when the markets are volatile.

I absolutely recommend Ryan and his team for your IRA or other investments.

D M.

5/5

Had such a fabulous experience with Moreas & Cassidy Group. Ryan was very knowledgeable about investments and the market. I had three different retirement accounts that were stagnant. Ryan combined them and I saw tremendous growth immediately. I feel very comfortable and at ease that Ryan is handling my retirement investments. I even ended up transferring my daughters' 529 accounts to him as well.

Neal S.

5/5

Ryan Cassidy is a solid guy he is local and a family man. I enjoy the fact that he is part of a small firm I feel like I get more attention that way. My wife and I both have made investments with Ryan and we also have college funds for our children. All thanks to Maraes and Cassidy we have made good profits in our portfolios.

Mark G.

5/5

When your Investment Advisor calls you from his Hawaii vacation while walking on the beach to give you an update on the market, you know you've got the right advisor. Call Moraes & Cassidy Group and speak to Ryan Cassidy now. Ryan is very well informed about the latest market trends and really takes the utmost care with your investments. I highly reccomend his services. Best Investment Advisor I've ever worked with.

Dr.B D.

5/5