View Profile

B.o.l. Global

(37)

Questions
Prices
Tax Return

“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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

The Advisory Group of San Francisco - Financial Advisors

i

View Profile

Monroe Wealth Management

(28)

Retirement
Knows
Goals

“Of course I want my advisor to be more qualified and financially intelligent than I am, but I also want him/her to be somebody that I trust and somebody that I feel cares about my future.”

i

The 24 firms listed for San Rafael, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: San Rafael, CA

23 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 623 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (84%) and quality (63%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 1 is open on weekends. The services the firms on this page list most often on their websites are investment management (4), business services (2) and tax services (2). 3 show a license on their websites and 4 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 31 years. 1 offers remote or virtual consultations; 3 offer payment plans and 4 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 21 list a public email and 9 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside San Rafael listed here?

3 of the 24 firms are located in San Rafael. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

View Profile

Perotti and Carrade

(2)

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

i

View Profile

Focusyou

(1)

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

i

View Profile

Citrine Capital

(12)

Feel
Confident
Team

“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.”

i

View Profile

True Root Financial

(11)

Tax
Team
Financial Advisor

“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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

Eikel Tax & Financial Solutions

(2)

“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.”

i

View Profile

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.”

i

View Profile

Diamond Oak Wealth Partners - James Bassett

(5)

Knowledge
Goals
Financial Advisor

“He has a knack for taking his knowledge and delivering it in a concise manner that helps us to understand what our options are and what he recommends for our situation.”

i

View Profile

Moraes & Cassidy Group

(5)

Market

“When your Investment Advisor calls you from his Hawaii vacation while walking on the beach to give you an update on the market, you know you've got the right advisor.”

i

View Profile

Secure Retirement Financial

(9)

Research
Accounts
Team

“I have had a number of financial advisors over the years, and absolutely none provide the full range of care and services and generous time and knowledge that they offer at Secure Retirement.”

i

View Profile

Ken R. Anderson, CPA

(15)

Questions

“He is always willing to answer tax questions, giving me a better understanding of the ever-changing tax codes and how they affect myself and our business.”

i

View Profile

NWK Group

(1)

“Thank you NWK back on track!”

i

View Profile

In Touch Financial Services

(4)

Understanding
Home
Sell

“Weathersby's senior-oriented specialist training and incredible patience and understanding, as well as her untiring dedication and indomitable positivity enabled us to achieve a great outcome.”

i

View Profile

The Humphreys Group

i

View Profile

David E. Backman, CPA

i

View Profile

Babylon Wealth Management

(8)

Understanding

“He's provided countless helpful tools, from quarterly performance reports, to highly useful financial planning software, helping me understand how my current savings trends would affect my retirement goals.”

i

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

Best Financial Advisors near San Rafael, CA

B.o.l. Global

Sunnyhill Financial

RHS Financial

Financial Zen

The Advisory Group of San Francisco - Financial Advisors

Monroe Wealth Management

Area overview: San Rafael, CA

Perotti and Carrade

Focusyou

Citrine Capital

True Root Financial

Dogpatch Wealth

Jocelyn Pension Consulting

Insight Capital Management

Eikel Tax & Financial Solutions

Hanke & Company Wealth Management

Diamond Oak Wealth Partners - James Bassett

Moraes & Cassidy Group

Secure Retirement Financial

Ken R. Anderson, CPA

NWK Group

In Touch Financial Services

The Humphreys Group

David E. Backman, CPA

Babylon Wealth Management

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

Why these companies made our list

Financial Advisors near San Rafael

Popular in San Rafael