First & Main Financial
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
235 Wildwood Ave, Piedmont, California, ...Phone Number
(510) 601-1935Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About First & Main Financial
First & Main Financial Planners, based in the East Bay Area, specializes in crafting personalized financial solutions for a diverse clientele including business owners, realtors, and individuals experiencing life transitions. Since 2001, they have offered services such as retirement planning, money management, and college savings strategies. The firm emphasizes a client-centered approach, focusing on understanding individual needs and providing clarity in financial matters. Their expertise extends to managing windfalls and offering donor advised funds, ensuring comprehensive financial guidance.Explore more
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First & Main Financial Org Chart
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First & Main Financial Planners, based in the East Bay Area, specializes in crafting personalized financial solutions for a diverse clientele including business owners, realtors, and individuals experiencing life transitions. Since 2001, they have offered services such as retirement planning, money management, and college savings strategies. The fi... Read More
