Moraes & Cassidy Group - San Rafael, California

Address: 7 Mt Lassen Dr, San Rafael, CA 94903.
Phone: 57854867.
Website: moraescassidygroup.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Moraes & Cassidy Group

Moraes & Cassidy Group 7 Mt Lassen Dr, San Rafael, CA 94903

⏰ 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

Introduction to Moraes & Cassidy Group

Nestled in the heart of San Rafael, California, at 7 Mt Lassen Dr, San Rafael, CA 94903, Moraes & Cassidy Group stands out as a premier financial planning firm. With a phone number of 57854867 and a comprehensive website at moraescassidygroup.com, this firm is easily accessible for those seeking professional financial guidance.

Key Features and Services

Moraes & Cassidy Group specializes in providing expert financial planning services. Their focus on creating tailored financial strategies for their clients is evident in their approach to helping individuals achieve their long-term financial goals. The firm's commitment to accessibility is highlighted by their wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients, regardless of mobility, can visit comfortably.

  • Financial Planning Specialists: The team at Moraes & Cassidy Group excels in financial planning, helping clients navigate complex financial systems with confidence.
  • Client-Centric Approach: With appointments recommended, the firm emphasizes the importance of personalized service, listening to clients' needs and crafting plans accordingly.
  • Market Awareness: Their understanding of markets, both historical and current, provides a solid foundation for strategic financial advice.
  • Stability in Volatile Markets: Clients appreciate the calming influence of Ryan Cassidy, especially during economic uncertainties.

Opinions and Reputation

The firm has garnered a positive reputation with an impressive average opinion of 5/5 on Google My Business, based on 6 reviews. Testimonials speak volumes about the exceptional service provided by Ryan Cassidy and his team. Clients commend their expertise, the calming influence during market volatility, and the confidence instilled in meeting long-term goals. Such positive feedback underscores the firm’s dedication to client satisfaction and success.

Recommendations for Potential Clients

For anyone looking to establish a strong financial foundation or manage existing investments, Moraes & Cassidy Group offers invaluable expertise. Given their wheelchair accessible facilities, inclusive practices, and outstanding client testimonials, potential clients can feel assured of a welcoming and professional environment.

To take the first step towards financial security and peace of mind, consider scheduling an appointment through their website. The recommended practice of booking an appointment ensures that you receive personalized attention and the opportunity to discuss your financial aspirations with Ryan Cassidy and his team.

👍 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.

Moraes & Cassidy Group - San Rafael, California
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.

Moraes & Cassidy Group - San Rafael, California
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.

Moraes & Cassidy Group - San Rafael, California
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.

Moraes & Cassidy Group - San Rafael, California
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.

Moraes & Cassidy Group - San Rafael, California
Dr.B D.
5/5

Go up