Best Financial Advisors in San Rafael, CA

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

“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.”

“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 recently spoke to Mike about moving my money from him into a piece of property — he didn't try to persuade me into doing what HE thought was best for my money - he educated me and answered my questions — and I appreciate that.”

“I can always talk to my personal advisor not have to go through a voicemail conundrum to leave a message like with Bank of America or Merrill Lynch.”

“So I've had a number of questions regarding taxes, including whether I could use funds from my SEP-IRA (where John Morre and Linda had both provided guidance and insight on its setup and related decisions) toward closing costs.”

“A "jewel" for sure since my returns are strong and steady; he is growing my pot of gold year after year.”

“They are all great in there.”