Moraes & Cassidy Group - San Rafael, California

Moraes & Cassidy Group: A Trustworthy Financial Planner

Moraes & Cassidy Group is a financial planning firm located at 7 Mt Lassen Dr, San Rafael, CA 94903, United States. They can be reached at 4157854867 or through their website moraescassidygroup.com. This company specializes in financial planning and has received excellent reviews from their clients.

Characteristics and Location

Moraes & Cassidy Group is known for its expertise in the financial systems, which they use to help clients meet their long-term goals. They offer a wheelchair-accessible car park, entrance, and toilet, making it easy for clients with disabilities to visit their office. Appointments are recommended, and the office has a toilet available for use.

The firm's location in San Rafael, California, is easily accessible by car or public transportation. The office is situated in a quiet and safe neighborhood, providing a comfortable environment for clients to discuss their financial plans.

Informational Recommendations

For those looking for a long-term financial partnership, Moraes & Cassidy Group is an excellent choice. Their financial planners, such as Ryan Cassidy, have a calming and steady influence during volatile market periods. They take the time to listen to their clients and understand their unique financial needs.

Many clients have expressed their satisfaction with the firm's services. For instance, one client stated that they started an account with Moraes & Cassidy Group in 2020 and will be adding funds in 2021. They have full confidence in Ryan Cassidy's expertise in the financial systems and his ability to help them meet their long-term goals. Another client mentioned that they absolutely recommend Ryan and his team for their IRA or other investments.

Conclusion

Moraes & Cassidy Group is a trustworthy and reliable financial planning firm with an excellent reputation. Their expertise in the financial systems, coupled with their commitment to providing personalized services, makes them an excellent choice for those seeking long-term financial partnerships.

If you're looking for a financial planner who takes the time to listen to your needs and provides personalized financial plans, we highly recommend contacting Moraes & Cassidy Group. You can visit their website at moraescassidygroup.com or give them a call at 4157854867 to schedule an appointment. Don't hesitate to take the first step towards securing your financial future.