Moraes & Cassidy Group - San Rafael, California

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Moraes & Cassidy Group: A Trusted Financial Planning Firm

For individuals and families seeking expert guidance in navigating the complexities of financial planning, Moraes & Cassidy Group presents a compelling option. Located in the heart of Marin County, California, at 7 Mt Lassen Dr, San Rafael, CA 94903, this firm has established a reputation for providing personalized and strategic financial solutions. Their contact number is Phone: 57854867, and you can find more details, including their mission and services, on their website: Website: moraescassidygroup.com.

Specialization and Expertise

Moraes & Cassidy Group specializes in Financial Planner services. They focus on building robust, long-term financial strategies tailored to each client’s unique circumstances and goals. The firm’s approach emphasizes a deep understanding of market dynamics, both historical and current, allowing them to proactively address potential challenges and capitalize on opportunities. A core element of their service is fostering a genuine partnership with clients, prioritizing open communication and a collaborative approach to financial decision-making.

Key Features and Accessibility

Beyond their core expertise, Moraes & Cassidy Group is committed to providing a seamless and accessible experience. The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. They also offer a standard restroom for all clients. It’s advisable to schedule an appointment in advance to ensure dedicated attention and maximize the effectiveness of your consultation.

Client Feedback and Reputation

The firm currently holds 6 reviews on Google My Business, reflecting an average rating of 5/5. This exceptionally positive feedback suggests a commitment to client satisfaction and a strong emphasis on delivering exceptional service. Clients consistently highlight a calm and reassuring approach, particularly during periods of market volatility – a valuable asset for those seeking stability and confidence in their financial future. Many speak to the individual attention received and the ability of their dedicated advisor to truly understand their long-term objectives.

Recommended Actions

Moraes & Cassidy Group appears to be a firm dedicated to building enduring relationships and providing comprehensive financial support. Their commitment to accessibility and positive client reviews further solidifies their position as a reliable and trustworthy partner. We strongly encourage anyone seeking a strategic financial planner to visit their website at moraescassidygroup.com to learn more about their services and schedule a consultation. Taking that initial step could be the first step toward achieving your financial aspirations.

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👍 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