San Rafael, CA Financial Planner

I met Allegra & David outside of work, two of the best souls to be around. Their story is one of a kind and to see the two working together to improve others situations, ... more

Emily has been our financial advisor for years now. Shes really dedicated and goes the extra mile for us.

I love this guy! Greg practically vibrates with energy and intelligence. Bob and all the others who work together at ODonnell have been more than kind, have gone out of ... more

Matt was very responsive and accommodating. Great service and would highly recommend to anyone in need of a notary.

Kat Harris at Perotti and Carrade is totally awesome! She is a knowledgeable, prompt, responsive accountant. I had a question about my last year's tax organizer, and ... more

Extremely trustworthy, and professional firm. My family and I are lucky to have FFG to not only help secure our financial future, but they are always happy to help with a ... more

If you are even remotely interested in a reverse mortgage and want to learn more about it , Mary Joe Lafayes seminar is an exceptional and easy way to do it. Her presenta ... more

Excellent company. Takes really good care of my financial needs

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 ... more

Tim Dodd has been my CPA for my businesses and personal taxes since 1998. Tim is readily available by phone, text, email, FaceTime, Skype, personal appointment ... whatev ... more

Mr. Challberg has to be one of the finest professionals I've had the pleasure of working with. It can be tough in this day and age to find a CPA that can give you persona ... more

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 ... more

We are very happy that Emily is managing our financial investments. She has provided wonderful service, and has gone above and beyond our expectations. Specifically, she ... more

The best place to find life insurance, annuities, health insurance and anything finance related. Very professional and knowledgeable.

Drive thru ATM is accessible from 5th Ave to Court St. Right turn onto parking structure, youd find an ATM located left side of the building. You will exit towards 5th Av ... more

Worst bank. I had to call customer service who did a much better job at explaining to me what I was confused about. The lady on the phone was much better than the actual ... more

They are m y bank. Great place to do business

Dont get any loan from this company customer service, rates overall everythings terrible!