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

Overview of First & Main Financial Planners

Nestled in the heart of the East Bay Area, specifically in Piedmont, California, First & Main Financial Planners stands out as a beacon of financial wisdom and guidance. Located at 235 Wildwood Ave, Piedmont, CA 94610, United States, this reputable financial advisory service offers a comprehensive suite of financial planning services tailored to meet the diverse needs of its clients. With a phone number 510-601-1935 and an accessible online presence through firstandmainfinancial.com, they ensure that potential clients can easily reach out for expert advice.

Key Features and Services

One of the standout features of First & Main Financial Planners is their commitment to financial planning. Under the expert guidance of Erik Wolfers, a financial advisor dedicated to empowering individuals across various income levels, clients can expect personalized strategies aimed at securing their financial future, especially retirement savings. The office prides itself on being wheelchair-accessible, with a car park, entrance, and toilets all designed to accommodate individuals with mobility needs, ensuring a welcoming environment for everyone.

The team's approach is marked by patience and thoroughness, ensuring that clients fully understand the financial options presented and the rationale behind each recommendation. This personalized touch is further enhanced by the recommendation to schedule appointments in advance, allowing for a more focused and productive consultation.

Customer Feedback and Experience

Customer satisfaction is a testament to the quality of service offered. With only two reviews on Google My Business, the average opinion stands impressively at 5/5. A testament to their excellence is the glowing recommendation from a satisfied client: "Erik Wolfers is a godsend. He is passionate about providing expert financial advice." Such feedback underscores the trust and confidence clients place in Erik and his team, highlighting their expertise and customer-centric approach.

Recommendation for Prospective Clients

For anyone seeking financial guidance and planning, First & Main Financial Planners offers more than just advice; they offer a partnership in achieving long-term financial security. Their specialization in financial planning, combined with Erik Wolfers' passion and expertise, makes them an invaluable resource for individuals looking to navigate the complexities of personal finance with confidence.

To explore their services further or to schedule an appointment, potential clients are encouraged to visit their website firstandmainfinancial.com. Whether you're planning for retirement, seeking investment strategies, or simply aiming to better manage your finances, First & Main Financial Planners is committed to providing the support needed to reach your financial goals. Don't wait to secure your financial future; take the next step today by reaching out to them.

👍 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