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 is a financial planning firm that can help you manage your finances and plan for the future. They are located at Address: 7 Mt Lassen Dr, San Rafael, CA 949

Reviews of Moraes & Cassidy Group

Moraes & Cassidy Group - San Rafael, California
Ray Gehring
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 Mitchell
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 Santino
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 Gold
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 Dr.M
5/5

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