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First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA

Name: First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA
Address: 235 Wildwood Avenue, Piedmont, CA, 94610, US
Telephone: (510) 601-1935
Price range: $$$
Rating: 5

Smart financial guidance for every income level.

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About First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA

First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA serves Piedmont and the East Bay from 235 Wildwood Ave. Led by Erik Wolfers, the team offers approachable financial planning and retirement guidance for all income levels, with patient explanations and clear, actionable investment options clients can understand.

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Location

235 Wildwood Ave, Piedmont, CA 94610, USA

Business Info

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(510) 601-1935 www.firstandmainfinancial.com/

Services Offered

Retirement Planning

Personalized strategies to help you save and invest for a secure retirement, tailored to your income level and goals.

Investment Management

Expert guidance on investment options and portfolio management to grow your wealth with a clear, explained approach.

Wealth Management

Comprehensive financial planning services including asset allocation, risk assessment, and long-term financial health.

Financial Consultation

One-on-one consultations to discuss your financial needs, provide education, and develop customized action plans.

Estate Planning Support

Assistance with estate planning strategies to protect and transfer your assets effectively for future generations.

5.00 · 1 review

J

Janet Thomson

via Google

· over 7 years ago

Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time that's needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!

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5.00 · 1 review

J

Janet Thomson

via Google

· over 7 years ago

Erik Wolfers is a godsend. He is passionate about providing expert financial advice to people of all income levels, believing that the average person should be able to get the needed support to save for retirement. I have worked with him and taken his advice with my investments. He is patient with explaining his approach and will take the time that's needed to make sure you understand the options and why he recommends a particular approach. I highly recommend working with him and his team!