Connect with Top-Rated Financial Planners in San Rafael!

Morgan Stanley is a global financial services company that helps people, institutions, and governments raise, manage, and distribute capital to achieve their financial goals. The company offers a range of services, including wealth management, investment banking and capital markets, sales and trading, research, and investment management. With a history dating back to 1935, Morgan Stanley is guided by five core values: doing the right thing, putting clients first, leading with exceptional ideas, and fostering a culture of innovation and diversity. From personal finance to market trends, and from technology and disruption to sustainability and diversity and inclusion, Morgan Stanley provides keen insight and actionable solutions to help clients navigate today's complex financial landscape.

Stonebridge Financial Group offers a full spectrum of corporate and private wealth management services tailored to its clients' specific financial needs, including retirement plan consulting, executive benefit plans, corporate risk management, business succession planning, employee health and wellness benefits, financial planning, wealth management, risk management, and financial analysis for divorce.

Stewart Wealth Management specializes in creating low-cost, durable, and tax-efficient portfolios with long-term predictable outcomes for each client. They implement proactive ETF strategies to navigate through changing markets and offer a minimum of $500,000 in investable assets to get started. Their goal is to maximize diversification while minimizing expenses, taxes, and emotion, and they believe in setting up the proper type of qualified plan for clients to save money on taxes.

Pinnacle Retirement & Financial Planning is an independent, fee-only, registered investment adviser and financial planning firm serving the San Francisco Bay Area since 1996. Whether your goal is to transition into retirement, leave a legacy, or regain control of your financial future, our trained Certified Financial Planners can help you create a personalized financial plan. We take a client-centered approach, working closely with individuals and families to understand their unique financial goals, values, and risk preferences. Our comprehensive financial planning process includes education on important concepts and strategies to help you put your plan in motion.

Rasonsky Financial Services has been preparing tax returns in the Bay Area since 1965. We prepare individual income tax returns including California and all out-of-state returns. We also prepare Estate, Trust, LLC and Partnership tax returns. The key to our success is our concern for our clients. We want to make the tax return process as free from stress as possible. We also work with our clients to avoid unnecessary audits. We use top of the line tax software. We endeavor to be at the cutting edge of new changes in tax law and procedures by continuous education and reviewing the most recent updates in tax research libraries. Our office is open year round to answer your tax questions or issues.