First Street Wealth Advisors
Business details
- Category
- Financial Services · Financial planner
- Address
- 2635 N First St #230, San Jose, CA 95134
- Phone
- (669) 342-5198
- Website
- firstswa.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
At First Street Wealth Advisors, we help individuals and families in San Jose and across the South Bay plan with confidence for the decisions that matter most. We are a financial planning firm, and our work centers on building clear, personalized strategies that align your savings, investments and long-term goals.
Whether you are planning for retirement, managing your investments or thinking ahead to the next stage of life, we take the time to understand where you are and where you want to go. We believe good financial guidance should feel straightforward, so we focus on explaining each recommendation in plain language and keeping you informed at every step.
Our goal is to be a steady, trusted partner for San Jose residents who want a thoughtful plan they can rely on.
To learn more about how we can support your financial goals, visit our website or stop by to start the conversation.
Whether you are planning for retirement, managing your investments or thinking ahead to the next stage of life, we take the time to understand where you are and where you want to go. We believe good financial guidance should feel straightforward, so we focus on explaining each recommendation in plain language and keeping you informed at every step.
Our goal is to be a steady, trusted partner for San Jose residents who want a thoughtful plan they can rely on.
To learn more about how we can support your financial goals, visit our website or stop by to start the conversation.