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

Primary Location

Main location235 Wildwood Ave Piedmont California 94610 US(510) 601-1935

Amenities

Accessibility

Wheelchair accessible entranceWheelchair accessible restroomWheelchair accessible parking lot

Planning

Appointments recommended

Amenities

Restroom

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Customer Reviews

5.0

5 Reviews

Brenda Viala12 days ago

From

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

0 Likes

Janet Thomson12 days ago

From

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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