Customized tax strategies in San Rafael, California

Welcome to Marin's Finest Real Estate, your trusted partner in navigating the dynamic real estate markets of Marin, Sonoma, and San Francisco counties. Located at 1122 Grant Avenue, Novato, California, we are dedicated to serving buyers and sellers in Novato, San Rafael, Mill Valley, Belvedere, Tiburon, Sausalito, Larkspur, Greenbrae, Kentfield, San Anselmo, Fairfax, San Francisco, Petaluma, Santa Rosa, Sonoma, and Oakmont. At Marin’s Finest Real Estate, we pride ourselves on a unique blend of expert marketing, strategic pricing, and genuine customer service. Recognized among the top 10% of agents in Marin County, our team, led by San Francisco natives and longtime Marin residents Vince Sheehan and Stacy Lynch, brings over 50 years of Bay Area real estate experience to your doorstep. Our calm diligence and commitment to delivering your desired outcomes ensure you have the edge in any transaction.

Fiduciary Financial Group is a reputable finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. As a trusted fiduciary, we prioritize the best interests of our clients by providing personalized financial planning and investment management services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic decision-making. Trust Fiduciary Financial Group to guide you towards a secure financial future.

Stonebridge Financial Group, located at 100 Smith Ranch Road in San Rafael, California, is a finance institution founded by three independent financial professionals with unique skills and insights. Specializing in Private and Corporate Investment Fiduciaries, financial planning, and insurance services, Stonebridge offers a comprehensive range of wealth management services tailored to meet the specific financial needs of its clients. From Retirement Plan Consulting to Business Succession Planning, Stonebridge helps clients achieve their financial goals with personalized financial plans designed to make their dreams a reality. The team is committed to providing strategic financial services, from initial design and implementation to ongoing client support, ensuring an exceptional level of service.

JLFranklin Wealth Planning is a finance institution located at 369-B 3rd Street in San Rafael, California, United States. As independent, fee-only financial planners, we have been helping clients at all career stages preserve and protect wealth, mitigate taxes, care for their families, and pursue their dreams for over two decades. Our dual expertise in tax matters and financial planning allows us to take a holistic view to develop customized client solutions. The Startup Wealth Podcast, hosted by JLFranklin Wealth Planning, is designed for people who work in startups or in companies with a startup attitude. We understand that staying on top of wealth management goals can be time-consuming, which is why we provide personalized guidance, planning, and detailed oversight to free you up to live your life.

Marshall & Co Property Management is a leading property management firm located at 2175 Francisco Boulevard East in San Rafael, California. With a strong reputation for excellence and professionalism, our team is dedicated to providing top-notch services to property owners and tenants alike. From managing rental properties to handling maintenance and repairs, we strive to ensure that all properties under our care are well-maintained and profitable. Trust Marshall & Co Property Management to take care of all your property management needs with expert knowledge and unparalleled customer service.

Munoz Mc Cue Financial Services is a reputable accounting and finance institution located at 2144 4th Street in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Whether you are an individual or a business, Munoz Mc Cue Financial Services is dedicated to helping you achieve your financial goals and secure your financial future. Visit them today to see how they can help you with your financial needs.

Coastal Wealth Management Group - Morgan Stanley is a leading finance institution located at 750 Lindaro Street in San Rafael, California, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. With a focus on building long-term relationships based on trust and integrity, Coastal Wealth Management Group is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

First Affiliated Finance Corporation is a reputable finance institution located at 15 North Avenue in San Rafael, California, United States. We provide a wide range of financial services including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a strong commitment to customer service and financial expertise, we strive to be a trusted partner in our clients' financial success. Contact us today to learn more about how we can help you with your financial needs.

Anspach Financial Group is a reputable accounting and finance institution located at 900 Fifth Avenue in San Rafael, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, investment management, or retirement planning, Anspach Financial Group has the expertise to assist you in achieving your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.

Stewart Wealth Management is a finance institution located at 1050 Northgate Drive, San Rafael, California, United States. Our focus is on providing strategies to build wealth for pragmatic investors. We only receive fees as a percentage of assets under management, creating a fiduciary relationship and long-term partnership with our clients' goals. Household balances over one million and income-specific strategies have lower management fees. Our goal is to build low-cost, durable, and tax-efficient portfolios with long-term predictable outcomes for each client. We implement proactive ETF strategies to navigate through changing markets skillfully. Each client will have their own unique investment allocation, which may include private real estate investments for high net worth investors. We build asset allocation models that seek consistent returns, goal-based investor behavior, and focus on lowering volatility, taxes, and fees. We have a minimum of 500k to get started.

Edward Jones - Financial Advisor: Patrick Bell is a trusted financial institution located at 1121 4th Street, San Rafael, California, United States. As a dedicated financial advisor, Patrick Bell provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a focus on building strong relationships and providing exceptional customer service, clients can trust in the expertise and guidance offered by Edward Jones - Financial Advisor: Patrick Bell. Whether you are looking to invest, plan for retirement, or navigate complex financial decisions, Patrick Bell is committed to helping you make informed choices and achieve financial success.

Juste Kudirka is a financial advisor at Ameriprise Financial Services, LLC located at 100 Smith Ranch Road in San Rafael, California, United States. Specializing in finance, Juste Kudirka offers personalized financial planning services to help clients achieve their goals. Each Ameriprise advisor has "Top areas of focus" which can be reviewed based on location search to determine the best approach for your financial needs. Clients can learn about Juste Kudirka's background, credentials, and experience before filling out a "Request consultation" form to connect with the advisor. A complimentary initial consultation can then be scheduled to discuss financial goals and create a customized plan.