Explore Financial Advisors Serving San Rafael, CA

Stonebridge Financial Group provides comprehensive corporate and private wealth management services, specializing in retirement planning, risk management, and executive benefits. Our team of certified financial professionals creates personalized strategies to help businesses and individuals achieve their financial objectives. With expertise in fiduciary oversight, business succession planning, and integrated investment coordination, we deliver tailored solutions supported by proactive client service.

Stewart Wealth Management offers comprehensive investment advisory services specializing in portfolio diversification, tax-efficient strategies, and retirement planning. We utilize core-satellite portfolio management with ETFs and private real estate investments to create durable, low-volatility portfolios. Our fee-only model aligns with client goals through transparent asset-based pricing.

Rasonsky Financial Services provides comprehensive tax preparation and fiduciary services for individuals and businesses. Since 1965, we've combined IRS expertise with modern technology to deliver accurate tax solutions. Our client-focused approach emphasizes audit prevention and year-round tax guidance.

Attune Financial Planning provides holistic wealth management services for affluent professionals in Marin County and the Bay Area. Our Fee-Only fiduciary firm offers customized financial planning, investment management, and tax strategies designed to align with clients' life goals. With expertise in retirement planning, estate optimization, and tax-efficient strategies, we help clients achieve financial harmony through a personalized, values-driven approach.

Pinnacle Retirement & Financial Planning provides independent, fee-only financial advisory services specializing in retirement planning, wealth management, and investment strategy. Since 1996, we've helped Bay Area individuals and families create customized financial plans that align with their life goals and values. Our Certified Financial Planner works collaboratively with clients to navigate complex financial decisions and implement sustainable strategies for long-term security.