Best Financial Advisors in San Rafael, CA

“If you don't have much experience performing your own tax work, have made mistakes, or have questions they will always do their best to make sure you receive the best quality of service.”

“For my US tax returns this year, I needed someone experienced with handling foreign tax credit, tax implications of remote work and multi-state returns.”

“Since we have begun to work with SDM, we have found ourselves trusting in an relying on them, and as a result have been able to work more freely on the operations of our company.”

“Everyone treats me with the greatest of respect and all the auditors I've placed have gone on to have fantastic careers.”

“As a Freelancer the team at Sevilla Financial Services really are knowledgeable, dedicated and empathetic as far as being there for you every step of the way for most of my Finance questions or concerns and processes!”

“We know life can get complicated. Every success unlocks new opportunities, challenges, and questions. At The Advisory Group, we take a holistic approach to financial planning and investing that has one goal in mind: helping you create the life you wa...”

“While we provide appointment-only services at our conveniently-located offices in downtown San Francisco, Burlingame (next to the new Oculus campus), and Hermosa Beach, our secure web portal ensures that clients are able to share documents with the u...”

“Having worked with Sunshine over the last few years I now see the value of investing CPA and booking keeping services from a firm that has their clients best interest at heart...”

“An elderly couple who are family friends of my parents needed their estate plans done and Twin Peaks was immediately there to help with every step of the process.”

“Perotti & Carrade, and specifically Kat, have been our CPA and tax preparer for the last 5 years.”

“No matter what your situation is like they will assist in getting you together.”

“Polin, with Parallel Advisors, LLC, is a great connection to have and an excellent wealth advisor.”

“From the beginning, Sefa showed that she understood our layered financial picture, our family's particular needs and she set the tone that she'd work with us in a knowledgeable, pleasant, clear and open manner.”

“Dustin, Dave and their team take the time to explain my investments, the rationales behind the recommendations they make, and how they are performing -- all with a gentle, confident demeanor.”

“Suzanne has helped us with numberous finance related tasks and has taken the time to work hand in hand with us on items we needed to understand as owners of a small company.”

“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”