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Moraes & Cassidy GroupFinancial advisor in San Rafael, CA

Moraes & Cassidy Group is a financial advisor at 7 Mt Lassen Dr, San Rafael, CA 94903, ranked #30 of 255 financial advisors in San Rafael and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Rafael, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 785-4867Website ↗

Key facts

Key facts about Moraes & Cassidy Group
Address7 Mt Lassen Dr, San Rafael, CA 94903Get directions
Phone(415) 785-4867
Websitemoraescassidygroup.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Rafael and 11 towns within 25 miles: San Anselmo, Novato, Larkspur, Mill Valley, Tamalpais-Homestead Valley, San Pablo, Richmond, Petaluma, Pinole, Hercules and El Sobrante.

Based in San Rafael, CAView on map

Opening hours

Opening hours for Moraes & Cassidy Group
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Moraes & Cassidy Group

How is Moraes & Cassidy Group ranked in San Rafael?

Moraes & Cassidy Group is ranked #30 of 255 financial advisors in San Rafael by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Moraes & Cassidy Group’s hours?

Moraes & Cassidy Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Moraes & Cassidy Group serve?

Serves San Rafael and 11 towns within 25 miles: San Anselmo, Novato, Larkspur, Mill Valley, Tamalpais-Homestead Valley, San Pablo, Richmond, Petaluma, Pinole, Hercules and El Sobrante. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Moraes & Cassidy Group?

Moraes & Cassidy Group has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Moraes & Cassidy Group?

Call Moraes & Cassidy Group on (415) 785-4867. The business is at 7 Mt Lassen Dr, San Rafael, CA 94903. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Moraes & Cassidy Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Moraes & Cassidy Group (this business)—635.0 (6)NoNo
Fidelity Investments#28634.3 (11)NoNo6.3 mi
WealthQuant Financial Services & Insurance Solutions#29635.0 (22)NoNo18.7 mi
Alberto J Fuentes Perez: Primerica - Financial Services#31635.0 (17)——14.4 mi

See all 255 ranked financial advisors in San Rafael