Moraes & Cassidy Group - San Rafael, California

Introduction to Moraes & Cassidy Group

Moraes & Cassidy Group, located at 7 Mt Lassen Dr, San Rafael, CA 94903, United States, is a distinguished financial planning firm that offers expert advice to individuals seeking to secure their financial futures. With a dedicated team led by Ryan Cassidy, the firm prides itself on its tailored financial planning services. For inquiries or to schedule a meeting, you can reach them at 415-785-4867.

Key Features and Services

- Specialties: The Moraes & Cassidy Group specializes in providing comprehensive financial planning services, focusing particularly on setting up and managing IRA (Individual Retirement Accounts) and other investments.
- Accessibility: Their office is wheelchair-accessible, ensuring that all clients, regardless of mobility, can have a comfortable and seamless experience. Facilities include a wheelchair-accessible car park, entrance, and restrooms.
- Recommendations: While appointments are recommended, this ensures each client receives personalized attention, which is a testament to their commitment to quality service.

Location and Accessibility

The firm's address in San Rafael, CA is conveniently accessible, with amenities that cater to clients with mobility needs, making it an inclusive choice for financial planning.

Customer Opinions and Reviews

Customers have left 6 reviews on Google My Business, reflecting a high level of satisfaction. The average opinion is a solid 5/5, indicating exceptional service and reliability. Testimonials highlight Ryan Cassidy's deep understanding of markets, both historical and current, and his ability to listen and provide calming influence, especially during market volatility. Clients express full confidence in his expertise and his commitment to helping them achieve long-term financial goals.

Recommendation for Potential Clients

For those considering long-term financial partnerships, Moraes & Cassidy Group stands out as an exemplary choice. With Ryan Cassidy's expertise and the firm's commitment to accessibility and personalized service, investing with them could be a pivotal step towards financial security. Their website, moraescassidygroup.com, provides further insights into their services and approach.

👍 Reviews of Moraes & Cassidy Group

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