Find the Best 15 Finance services in San Rafael, CA

O Che Bob and his team have provided excellent service and advise on our business accounts. He is professional, knowledgable, and always readily available to answer my questions. He also helps with our personal finances which is a plus! I highly recommend Marin Wealth Advisors because they are reliable and a pleasure to work with!

angel teran Great and fast servuce

purplebeetsalad 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.

Jorge Castillo Excellent service, very friendly

Carol Tacconi Review of Fiduciary Financial Group My husband Dennis and I (Carol) have had the pleasure of working with Fiduciary Financial Group both before and after our retirement, and we couldn’t be more pleased with the financial planning services we’ve received. From the very beginning, their team took the time to truly understand our financial goals and priorities. They guided us through the transition into retirement with professionalism, care, and a clear strategy that gave us peace of mind. Their advice was always tailored to our specific needs and delivered with patience and clarity, which we greatly appreciated. One of the things that has stood out most is the ongoing support we continue to receive. The regular updates, reviews, and proactive tax services have been incredibly valuable in helping us maintain a solid, up-to-date financial picture. It’s reassuring to know that we’re not navigating this chapter alone — Fiduciary Financial Group is always there with insights and support.

chris libs Id heard others speak very highly of their integrity and portfolio growth management. Theyre the best.

Yo Lara He is a Nice guy at the first moment!!!! But he is not a trustily guy believe me

Gary Harrington Emily has been our financial advisor for years now. She’s really dedicated and goes the extra mile for us.

V S I was set out seeking life insurance for myself and my wife. Given all the different types and options for such policies, Sue was instrumental in providing meaningful information in a timely manner. As well Sue was great in following up on information provided to see anything more was needed to make an educated decision on such critical policies. I would highly recommend Sue Cunningham for her professionalism and in her partnering with great insurers offering quality products.

Adriana Fernandez I‘ve been trying for 3 days to get a payoff for a customer I have yet to receive a call back from the person in charge Jesus Castro. They just keep giving me the run around on the phone when it seems pretty simple. So whats such a shame the games they seem to be playing Ill never understand why industries that rely on human interaction never invest in actually making that a pleasant experience. Bad business practice all I can say stay away.

Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.

odette fournier Excellent company. Takes really good care of my financial needs

Hoss Cartwright I love this guy! Greg practically vibrates with energy and intelligence. Bob and all the others who work together at O’Donnell have been more than kind, have gone out of their way to help me; even with the uninformed questions I present to them. They have always returned my calls, even when I couldn’t answer. I am planning on having Greg and his team help me organize my retirement; because of this, I know financial worries should not be a part of my future. Thanks again Greg!

Jeff Figone My wife and myself are approaching retirement and wanted to find someone who we felt understood our financial situation but also someone who we could trust with our hard earned investments. Once we started to talk with William Callahan, we knew almost immediately he was the right choice. He asked many questions about our goals and our expectations of what kind of lifestyle we wanted to enjoy. He made us feel at ease and comfortable with his clear explanations and impressive insights. In addition, his personable and knowledgeable staff follows up with all paperwork and questions in a timely and professional manner, they are a true asset. Mr. Callahan and team has made our whole retirement transition manageable, and given us the confidence to retire comfortably and to achieve our goals.