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Windfalls

We have a lot of clients who come to us because a significant amount of money is coming their way (sale of a business, stock options, inheritance, etc.).

We understand the significance and will help you balance current desires with long range goals so the money has the desired impact on your life.  

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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