Financial Advising in San Rafael, CA
6 locations found near San Rafael
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Financial Advising
Financial Advising
“AFG is organized, technical, and responsive. As a CPA who opted out of the tax world, I have high standards for competence from someone preparing my taxes. I feel very confident having them sign my return despite a high degree of complexity. Their 4 partners all bring different perspectives and technical specialties. It's nice to know that if my accountant (Adam) doesn't know the answer, he has 3 other pros next to him who likely will and you can tell they work effectively together.”
Financial Advising
“Michael Castro has been my advisor for a few years now. Mike always treats me with respect and I trust him - which is incredibly important. 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. He’s genuine and puts the needs of his clients first.”
Financial Advising
“My favorite bank ever. You feel like a valued customer every time you call them or step in the bank. Very personable, kind and professional staff. I love First Republic!”
Financial Advising
“Keith and Alissa are a great team! Both are very responsive via phone and email when we need it. Our previous bookkeeper was ok, but had no where near the knowledge and skill that these two possess. In a few short months, we updated all our records and were able to grasp a much better understanding of our finances and growth potential. Our meetings with Keith provide the opportunity to collaborate and discover new earning potential. Keith is very knowledgable and skilled in the small business arena! We are very excited to see where our business goes from here.”
Financial Advising
“Anthony is the best. I have been working with him for years now and could not recommend him enough! When I started, I knew very little about finance and to be honest my brain would shut down whenever the subject came up. I was wary of dealing with it at all. But I knew I needed to. I'm so glad I found Anthony and team. Anthony met me where I was at, and has always treated me with kindness, patience and professionalism. He approached things by focusing on my overall life goals for myself and family, and then worked with me to develop a plan to achieve those goals. All along the way he has helped me navigate life insurance, retirement, and investment accounts. He gives and explains his recommendations while also leaving space for my personal preferences (for example, for how conservative or aggressive to be with investment). I am in such a better place than where I began. Thank you Anthony!”