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Realtors and Solopreneurs

We partner with other solutions oriented professionals (accounting, tax, insurance, law) to help you build a team that will allow you to execute on your business.
 

We evaluate how your business is structured from a legal standpoint. We streamline your financial recordkeeping, accounting, and tax functions with the goal of simplifying your life so that you can concentrate on what you’re best at; your business.

Solutions

  • Retirement
  • Windfalls
  • Financial Clarity
  • Money Management
  • Realtors and Solopreneurs
  • Life Transition
  • College Savings
  • Business Owners

Talk to Us

Phone: (510) 601-1935

Email: EW@FirstandMainFinancial.com

Piedmont, CA - Click for Mailing Address
and
1999 Harrison Street, 18th Floor, Oakland, CA 94612 (No Mail) 

 

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