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

First & Main Financial Planners: A Premier Financial Advisor Service in East Bay Area

Located at 235 Wildwood Ave, Piedmont, CA 94610, First & Main Financial Planners stands out as a trusted financial advisor service in the East Bay Area, specifically catering to the needs of Piedmont residents. With its wheelchair accessible entrance, parking lot, and restroom facilities, the office ensures convenience and accessibility for all its clients.

Key Features and Services:

- Expert Financial Planning: Known for their specialized services in financial planning, First & Main offers tailored advice to individuals across various income levels, aiming to empower them to make informed decisions about their financial futures, especially for retirement savings.

- Client-Centric Approach: Under Erik Wolfers' leadership, the firm prides itself on a patient, thorough explanation of financial strategies, ensuring clients fully understand the options available and the reasoning behind recommended approaches.

- Accessible Appointments: While appointments are recommended to ensure personalized time with the advisors, the office maintains a flexible schedule to accommodate busy clients.

Client Opinions:

The high regard in which this company is held is evident from the glowing reviews on Google My Business. One client praises Erik Wolfers as a "godsend," highlighting his passion for expert financial advice and his commitment to making complex financial concepts accessible. Another appreciative client notes the high level of patience and understanding Wolfers provides, underscoring the company's dedication to client satisfaction.

Recommendations for Prospective Clients:

If you're in the East Bay Area seeking comprehensive financial guidance, First & Main Financial Planners is a standout choice. Their focus on empowering clients through expert financial planning, combined with their commitment to accessibility and personalized service, makes them an invaluable resource for anyone looking to secure their financial future.

Contact Information:

Don't hesitate to reach out to First & Main Financial Planners for a consultation. You can contact them via phone at 06011935 or visit their website at firstandmainfinancial.com to learn more about their services and how they can assist you in achieving your financial goals. Given the average opinion score of 5/5 and the positive feedback from clients, this is an opportunity not to be missed. Let First & Main Financial Planners help you navigate the complex world of finance with confidence and ease.

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

Janet T.

5/5

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!

Brenda V.

5/5

First and Main, Genna Bey set me up with an extended medical package with great coverage. It is so nice to be able to have continuous self care without having to worry about the cost. Thank you for putting my mind at ease with all health related concerns
Brenda V