Financial advisor services in San Rafael, CA
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Rotary Valley Associates
● OpenRotary Valley Associates, located at 10 Jeannette Prandi Way in San Rafael, California, is a health institution offering 80 affordable one- and two-bedroom apartments for seniors. The institution features wall-to-wall carpeting, all-electric kitchens, patios, emergency call systems, community rooms with kitchens and fireplaces, laundry facilities, picnic areas, assigned surface parking, and professional on-site management. Developed in collaboration with the Terra Linda Rotary Club and the Marin County Redevelopment Agency, Rotary Valley Senior Village received a Gold Nugget Award for "Best in the West" and an award from the National Council on Senior Aging. The charming one-story bungalow apartments with porches are located in rural Lucas Valley, close to a grocery store and a short drive to a larger shopping center. Residents can also take advantage of the shuttle bus service that stops at the property. Architectural design by Backen, Arrigoni & Ross, and construction by Segue Construction. Financial partners include Westamerica Bank, County of Marin, and AEGON USA Realty Advisors, Inc.
10 Jeannette Prandi Way # 2601, San Rafael, CA 94903, United States -
Larry L Nazry - State Farm Insurance Agent
● OpenLarry L Nazry - State Farm Insurance Agent is an insurance agency located at 412 D Street, San Rafael, California, United States. This institution offers personalized coverage plans to protect your family, belongings, and finances. Larry L Nazry can help you save money with safe driving rewards, bundling options, and various discounts. Whether you need auto insurance, homeowners insurance, renters insurance, or business insurance, Larry L Nazry can tailor a plan to meet your needs. Additionally, they offer recreational vehicle insurance, personal property insurance, life insurance, and health insurance options. State Farm is the largest auto insurance provider in the U.S., providing reliable coverage for all your insurance needs. Contact Larry L Nazry in San Rafael, CA to get started on a customized insurance plan that fits your lifestyle and budget.
412 D St, San Rafael, CA 94901, United States -
Wealth Protection Lady, LLC
● ClosedWealth Protection Lady, LLC is a finance and insurance agency located at 79 Acacia Avenue in San Rafael, California. Led by Retirement Planning Specialist & Fiduciary, Sue Cunningham, the institution offers services to help clients maximize their retirement savings. With a background in Financial Services and a range of licenses, Sue is dedicated to helping clients explore alternative retirement investment strategies that can outperform traditional 401k plans. One unique strategy offered by Wealth Protection Lady, LLC is Kai-Zen, an IUL strategy that leverages contributions to produce 3X more retirement savings. Clients can also take advantage of a free Retirement Income Analysis to better understand their current retirement plans and projected income. Don't miss the opportunity to secure your financial future with Wealth Protection Lady, LLC.
79 Acacia Ave, San Rafael, CA 94901, United States -
Farmers Insurance - Daniel Martinez
● ClosedFarmers Insurance - Daniel Martinez is an insurance agency located at 1601 Second Street, San Rafael, California, United States. As a lifelong California resident and Bay Area native, Daniel Martinez is proud to serve Novato, CA and the surrounding areas. The Martinez Insurance Agency offers a wide range of coverage options including home, life, commercial, recreational, and more. They are committed to providing outstanding customer service and ensuring that each client is well-informed about their insurance options. The office is conveniently located in the Del Prado Shopping Center near Nugget Market. Whether you need comprehensive coverage, collision coverage, or medical payments, Daniel Martinez is ready to help you find the right insurance plan for your needs and budget. In addition to personal insurance, they also offer business insurance and financial planning services. Contact Daniel Martinez today for a friendly conversation and to learn more about how Farmers Insurance can protect your assets and provide peace of mind.
1601 Second St #102, San Rafael, CA 94901, United States -
David Roggenkamp
● OpenDavid Roggenkamp is a well-established finance institution located at 41 San Mateo Court in San Rafael, California, United States. With a focus on providing expert financial advice and services, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, the experienced team at David Roggenkamp is here to assist you every step of the way. Trustworthy and reliable, this institution is committed to delivering top-notch financial solutions tailored to meet your individual needs.
41 San Mateo Ct, San Rafael, CA 94903, United States -
Thompson Welch Soroko & Gilbert LLP
● ClosedThompson Welch Soroko & Gilbert LLP is a renowned finance and law firm located at 3950 Civic Center Drive in San Rafael, California, United States. With a team of experienced lawyers and financial experts, the institution offers top-notch legal and financial services to its clients. Whether you need assistance with financial planning, investment strategies, or legal representation, Thompson Welch Soroko & Gilbert LLP is dedicated to providing expert guidance and support. Trust in their expertise and professionalism for all your financial and legal needs.
3950 Civic Center Dr #300, San Rafael, CA 94903, United States -
Raymond James & Associates
● OpenRaymond James & Associates is a reputable finance institution located at 4000 Civic Center Drive in San Rafael, California. With a strong presence in the United States, Raymond James & Associates offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized investment strategies, wealth management, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James & Associates is dedicated to providing top-notch financial solutions tailored to your needs.
4000 Civic Center Dr # 500, San Rafael, CA 94903, United States -
GF Thomas Advisory Group
● ClosedGF Thomas Advisory Group is a leading finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. With a team of experienced financial advisors, GF Thomas offers expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, GF Thomas Advisory Group is dedicated to providing top-notch financial services tailored to your individual needs. Contact us today to learn more about how we can help you secure a prosperous financial future.
4040 Civic Center Dr, San Rafael, CA 94903, United States -
Moraes & Cassidy Group
● ClosedMoraes & 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.
7 Mt Lassen Dr, San Rafael, CA 94903, United States -
Applied Reserve Analysis
● ClosedApplied Reserve Analysis is a leading finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. Specializing in reserve analysis, our team of experts provides comprehensive services to help businesses and organizations effectively manage their financial reserves. With a focus on practical and strategic solutions, we assist clients in making informed decisions to optimize their reserve funds. Trust Applied Reserve Analysis for reliable and professional finance services.
4040 Civic Center Dr # 200, San Rafael, CA 94903, United States -
HUB International
● ClosedHUB International, located at 4340 Redwood Highway in San Rafael, California, is a finance and insurance agency specializing in retirement and wealth management services. As a division of HUB Retirement & Private Wealth, GRP Financial California offers tailored resources for companies and plan sponsors with retirement plan needs. They work with a diverse range of organizations, from for-profit to not-for-profit, with plan assets exceeding $1 billion. Services include 401(k), 403(b), defined benefit, and non-qualified plans, among others. With relationships with various record keepers and mutual fund companies, their team of specialists can assess current plans and provide solutions to help employees secure their financial future. Investment advisory services are offered through Global Retirement Partners, LLC, a registered investment advisor. GRP Financial California is a separate entity. The institution has been recognized by PLANADVISER magazine for its top performance in retirement plan advising, with the Top 100 Retirement Plan Advisers awards based on qualified plan assets and number of plans under advisement. Applicants are evaluated based on the size of their practice, with no fee charged to participate. The rating is not indicative of future performance.
4340 Redwood Hwy B 60, San Rafael, CA 94903, United States -
Stephen Plocher Accountancy Corp.
● ClosedStephen Plocher Accountancy Corp. is a reputable accounting and finance institution located at 55 Mitchell Boulevard in San Rafael, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Stephen Plocher Accountancy Corp. for reliable and accurate financial advice to help them achieve their goals.
55 Mitchell Blvd # 20, San Rafael, CA 94903, United States -
Josh Cooper CPA
● ClosedJosh Cooper CPA is a reputable accounting and finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. At Tax Lovin', their team of professionals is dedicated to helping clients pay as little tax as possible while ensuring accuracy and compliance with financial regulations. They specialize in creating strategic tax plans that not only minimize tax liabilities but also meet the needs of other parties who may view your tax returns. By educating and empowering clients, Josh Cooper CPA aims to support individuals and businesses in achieving financial well-being. Clear and honest communication is key to their success, as they work closely with clients to develop personalized tax strategies that align with their goals and priorities. If you're looking to navigate the complex world of taxes with confidence, Josh Cooper CPA is the institution to turn to.
4040 Civic Center Dr # 200, San Rafael, CA 94903, United States -
The North Bay Group - Morgan Stanley
● OpenThe North Bay Group - Morgan Stanley is a finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. As a part of the renowned Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or fund your child's education, The North Bay Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1101 Fifth Ave Ste 275, San Rafael, CA 94901, United States -
Coastal Wealth Management Group - Morgan Stanley
● OpenCoastal 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.
750 Lindaro St Suite 300, San Rafael, CA 94901, United States -
RJW Group - Morgan Stanley
● OpenRJW Group - Morgan Stanley is a renowned finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. With a strong reputation for excellence in financial services, RJW Group - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals provide expert advice and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, RJW Group - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence and success.
1101 Fifth Ave Ste 275, San Rafael, CA 94901, United States -
Halladay & Associates, A Blackline Partners Company
● OpenHalladay & Associates, A Blackline Partners Company is a leading accounting and finance institution located at 714 C Street in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax planning, auditing, and consulting. Clients can trust Halladay & Associates to provide expert advice and personalized solutions to help them achieve their financial goals. As a part of the Blackline Partners Company, they are committed to excellence and integrity in all aspects of their work.
714 C St #203, San Rafael, CA 90401, United States -
Miles Brown Asset Management, LLC
● ClosedMiles Brown Asset Management, LLC is a finance institution located at 175 North Redwood Drive, San Rafael, California, United States. Since 2007, they have been helping clients establish strategies and portfolios to meet their long-term financial goals. Services offered include retirement income planning, 401k savings, financial planning, investment management, taxes, estate inheritance, and more. The team at Miles Brown Asset Management is committed to ethics and integrity, providing unbiased recommendations and impartial guidance to clients. The founder, Daniel, has a background in financial planning and investment management, with a certificate in Financial Planning from U.C.L.A. and a Juris Doctor degree. Greg, a Compliance Consultant with over 25 years of experience in the financial services industry, ensures that operations are aligned with regulatory guidelines.
175 N Redwood Dr Suite 140, San Rafael, CA 94903, United States -
Carson Wealth
● ClosedCarson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.
2370 Kerner Blvd #350, San Rafael, CA 94901, United States -
Edward C. Challberg CPA
● ClosedEdward C. Challberg CPA is a reputable accounting and finance institution located at 175 North Redwood Drive in San Rafael, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to professionalism and attention to detail ensure that clients receive accurate and reliable financial advice. Whether you are an individual or a business owner, Edward C. Challberg CPA is dedicated to helping you achieve your financial goals.
175 N Redwood Dr Ste 200, San Rafael, CA 94903, United States -
Benchmark Jewelry
● ClosedBenchmark Jewelry is a prestigious institution located at 718 B Street in San Rafael, California. As a combination of a finance and jewelry store, Benchmark Jewelry offers a unique and luxurious shopping experience for those looking for high-quality jewelry pieces and financial services. With a wide selection of exquisite jewelry items and expert financial advisors on hand, customers can expect top-notch service and guidance in all their jewelry and financial needs. Visit Benchmark Jewelry today for a truly exceptional shopping experience.
718 B St, San Rafael, CA 94901, United States -
Joaquin Horton - Raymond James
● OpenJoaquin Horton - Raymond James is a reputable finance institution located at 4000 Civic Center Drive in San Rafael, California, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to assist you every step of the way. Trust Joaquin Horton - Raymond James for all your financial needs.
4000 Civic Center Dr, San Rafael, CA 94903, United States -
Justin Adams - Raymond James
● OpenJustin Adams - Raymond James is a reputable finance institution located at 4000 Civic Center Drive in San Rafael, California. As a branch of the esteemed Raymond James financial services firm, we offer a wide range of investment and wealth management services to help clients achieve their financial goals. Our experienced team of financial advisors provides personalized guidance and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Justin Adams - Raymond James is dedicated to helping you make informed decisions and achieve financial success.
4000 Civic Center Dr # 500, San Rafael, CA 94903, United States -
Stewart Wealth Management
● OpenStewart 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.
1050 Northgate Dr # 333, San Rafael, CA 94903, United States -
Lyle & Forsyth Investment Managers
● OpenLyle & Forsyth Investment Managers is a reputable finance institution located at 145 North Redwood Drive in San Rafael, California, United States. Specializing in investment management, our team of experienced professionals offers personalized financial solutions to help clients achieve their financial goals. With a strong track record of success and a commitment to excellence, Lyle & Forsyth Investment Managers is dedicated to providing top-tier financial services to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.
145 N Redwood Dr # B, San Rafael, CA 94903, United States -
Echelon Wealth Management of Raymond James
● OpenEchelon Wealth Management of Raymond James is a leading finance institution located at 4000 Civic Center Drive in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of financial services and investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Echelon Wealth Management is committed to providing personalized advice and guidance to help you make informed decisions. Trust in their expertise and dedication to help you secure your financial future.
4000 Civic Center Dr # 500, San Rafael, CA 94903, United States -
Janney Montgomery Scott LLC
● OpenJanney Montgomery Scott LLC is a reputable finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of financial services including investment banking, wealth management, and financial planning. Their team of experienced professionals are dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your investment portfolio or plan for retirement, Janney Montgomery Scott LLC is committed to helping you navigate the complex world of finance with confidence.
4040 Civic Center Dr # 200, San Rafael, CA 94903, United States -
Tuition Funding Solutions
● OpenTuition Funding Solutions is a finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. We specialize in providing funding solutions for tuition expenses, helping students and families achieve their educational goals. Our services include student loans, scholarships, and financial aid guidance to make higher education more accessible and affordable. Trust us to help you navigate the complex world of tuition financing and secure the funds you need to pursue your academic dreams.
4040 Civic Center Dr, San Rafael, CA 94903, United States -
Annadel Capital
● ClosedAnnadel Capital is a premier finance institution located at 899 Northgate Drive in San Rafael, California, United States. Specializing in wealth management and investment services, Annadel Capital is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a team of experienced professionals and a commitment to excellence, Annadel Capital is a trusted partner for individuals and businesses seeking to secure their financial future.
899 Northgate Dr # 302, San Rafael, CA 94903, United States -
Jolene Macpherson - Thrivent
● ClosedJolene Macpherson - Thrivent is a financial institution located at 1032 Lea Drive, San Rafael, California, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states.
1032 Lea Dr, San Rafael, CA 94903, United States
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