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
⏰ 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.