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Dogpatch Wealth

(16)

Addition
Options
Financial

“I told Adam when I first met him and I still believe it now - those of us who don't have a ton of money to spare need to even more carefully safeguard every dollar.”

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George Dimov CPA

(45)

Accounting, Consulting, Individual Tax

“They've provided very professional service, and worked quickly to get my taxes done with a high quality to get my best possible Tax return, addressing all the concerns that helps me a lot.”

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Bridgewater Certified Public Accountants

(23)

Cash Flow Management, Real Estate and Consulting Services, Business Valuation

“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.”

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B.o.l. Global

(37)

Part-Time CFO Services, Tax Advisory For High-Net-Worth Individuals, Cash Flow Management

“We've used Ronn Sealy through years of different legal statuses and he's been easy to work with and very knowledgeable about mapping and comparing the changing tax treatments both on state and federal levels.”

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Sunnyhill Financial

(47)

Responsive
Interest Rate
Refinance

“Being a small business owner there are extra hoops to jump through during a refinance process and Brooks had the experience to make this a smooth and painless process for me.”

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RHS Financial

(33)

Managing
Financial Advisor
Team

“If you're a young professional and you don't know how to invest your money, what a diverse portfolio means, how to assess financial risk, how to be smart about your retirement and your taxes, then Alex Caswell from RHS is the person to go to.”

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Imax Credit Repair Firm

(23)

Credit Repair Programs, Credit Repair Goals

“After reviewing my credit report, Ali quickly feedback that my credit history is good except for one tiny negative factor, which, however, dramatically degrades my overall score.”

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Financial Zen

(27)

Goals
Saving
Team

“He helped us navigate setting up education funds, creating a trust, getting insurance, establishing diversified investment portfolio and he supported us through all the steps in our plan which took the stress out of tactically what we needed to do to...”

Featured

BAD: Map Quest printout GOOD: Google Maps BEST: Ask a local If you need the fastest route from my apartment to my office, I got you. It's 2.7 miles, 5 right turns, 4 left turns and 14 red lights. At 6:05am, my route times the right turns and sequenced lights just perfectly so I'm only waiting at 2 or 3 lights at the most. Unequivocally, it's the fastest route. I know because I've tried all the other routes multiple times. I've tried the Bay to Columbus route. And Gough to California. And of course Broadway to Montgomery. Guaranteed not Google Maps, Uber or even a seasoned cabbie knows my route. Just like my route to work, I know how to get Gen X/Y/Z Big Tech Salespeople to Financial Zen as quickly as possible... ...nothing but sequenced lights, right turns and at most 4 minutes sitting at red lights. If you want to drive yourself, I'll give you the shortcut for free. Just ask. Or if you'd rather just hop in my backseat, then schedule a Discovery Call and I'll have you there in 14 minutes. 👇...

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Sunshine Pro Accounting and Tax

(21)

Tax Services
Questions
Accountant

“He took the time to learn about my financials in detail, including personal and real estate income, walked me through options, prepared all the documents, and reviewed them with me in detail.”

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Steve Rabin CPA

(8)

Services For Individuals, Tax Services, Services For Businesses

“Steve possesses the excellent qualities of integrity, humility, intelligence, diligence, and ethical fortitude, and his rates are reasonable given his experience and high degree of proficiency as a CPA.”

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Duan Wei-Maynez CPA

“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...”

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(12)

Asset Protection and Risk Management, Wealth Managagement, Comprehensive Financial Planning

“The team has helped us establish a financial foundation that makes me feel confident about our family's future - from goal setting to budgets to investing to estate planning, we feel so much more knowledgeable and empowered from their guidance.”

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True Root Financial

(11)

Comprehensive Financial + Investment Planning, Investment Management

“On the business front, I have relied on Roshani to be my resource when I need to find a good CPA or to get a line of credit or to bounce off new investment and business ideas.”

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Sfbay Financial

(5)

Accounting Advisory Services, Bookeeping Services, Controller Services

“I have worked with SF Bay Financial for several years and have had nothing but positive experiences from the every day book keeping to an IRS audit that they assisted in helping me get organized for.”

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Jocelyn Pension Consulting

(15)

Company
Team
Employees

“When I had an issue, but was struggling to connect with them - THEY REACHED OUT TO ME instead of starting what could have been a continuous game of telephone tag.”

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Insight Capital Management

(15)

Feel
Retirement
Team

“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.”

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Eikel Tax & Financial Solutions

(2)

Tax Services, Services For Individuals, Quickbooks Services

“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.”

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Finvisor

(6)

Compliance, Employee Retention Credit (Erc), Accounting

“There have been several occasions where they've helped us through various challenges that we wouldn't want to handle on our own or with a private CPA.”

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Hanke & Company Wealth Management

(12)

Future
Confident
Selling

“He noticed that I was putting some of my savings into the stock market through private brokers before I had maximized my 401k, so we were able to take some action and sell some of the stocks which had taken a loss to avoid tax penalties.”

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Average Cost	$3189
Minimum cost	$1063
Maximum cost	$9034
Avg Per Hour Rates	$319

Best Financial Advisors in San Rafael, CA

The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the San Rafael area.

Dogpatch Wealth

George Dimov CPA

Bridgewater Certified Public Accountants

B.o.l. Global

Sunnyhill Financial

RHS Financial

Imax Credit Repair Firm

Financial Zen

Sunshine Pro Accounting and Tax

Steve Rabin CPA

Duan Wei-Maynez CPA

The Advisory Group of San Francisco - Financial Advisors

Perotti and Carrade

Monroe Wealth Management

Books IN Balance

Focusyou

Citrine Capital

True Root Financial

Sfbay Financial

Jocelyn Pension Consulting

Insight Capital Management

Eikel Tax & Financial Solutions

Finvisor

Hanke & Company Wealth Management

Retirement Planning and Investment Management Services in San Rafael, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near San Rafael

Popular in San Rafael