Moraes & Cassidy Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 7 Mt Lassen Dr, San Rafael, CA 94903
- Phone
- (415) 785-4867
- Website
- moraescassidygroup.com
- County
- Marin County
Hours
- 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
About
San Rafael and Marin County families turn to Moraes & Cassidy Group for financial planning and investment guidance that keeps long-term goals on track through changing markets. We are a small, local firm, and we work with individuals and families on retirement accounts, IRAs, college savings and other investments.
Our approach is steady and attentive: we listen closely to what matters to you, explain how markets are behaving today and how they compare with past cycles, and stay calm and clear when volatility arrives. Many clients have come to us with several scattered retirement accounts, and we bring them together into a single plan designed around their goals.
We are proud of the personal attention a small firm can offer, and we treat every client's savings as the responsibility it is.
If you are looking for a long-term financial partner in Marin County, call us or stop by to start the conversation.
Our approach is steady and attentive: we listen closely to what matters to you, explain how markets are behaving today and how they compare with past cycles, and stay calm and clear when volatility arrives. Many clients have come to us with several scattered retirement accounts, and we bring them together into a single plan designed around their goals.
We are proud of the personal attention a small firm can offer, and we treat every client's savings as the responsibility it is.
If you are looking for a long-term financial partner in Marin County, call us or stop by to start the conversation.