Moraes & Cassidy Group
7 Mount Lassen Drive, San Rafael, CA 94903
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
7 Mt Lassen Dr, San Rafael, CA 94903, United States
About the Business
Moraes & Cassidy Group is a reputable finance institution located at 7 Mount Lassen Drive in San Rafael, California, United States. With a focus on providing top-notch financial services, the group offers expertise in investment management, financial planning, and wealth advisory. Clients can expect personalized attention and tailored solutions to help them reach their financial goals. Trustworthy and experienced, Moraes & Cassidy Group is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
Reviews
"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."
"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."
"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."
"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."
"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."
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