First Wall Street Financial Advisors

At First Wallstreet Financial Advisors, we are an independent, full-service brokerage firm committed to providing personalized financial guidance and empowering clients to achieve their financial goals. Our team of experienced professionals possesses extensive knowledge and diverse expertise in financial planning and investment strategies.

Our Mission

Our primary objective is to build lasting relationships with our clients through open communication, understanding their unique needs, and providing tailored solutions tailored to their financial aspirations. We believe in collaboration and work closely with clients every step of the way, offering support and guidance as they navigate their financial journey.

Retirement Services

• Comprehensive retirement planning and analysis
• Portfolio review and optimization
• Guidance on retirement accounts (401k, IRA, Roth IRA)
• Pension planning and maximization
• Post-retirement planning and distribution strategies

Estate Planning

• Creation of estate plans such as wills, trusts, and powers of attorney
• Asset protection planning
• Review and updates of existing estate documents
• Guidance on estate taxation strategies

Portfolio Review

• Comprehensive review of current investment portfolios
• Analysis of risk tolerance and investment goals
• Recommending portfolio adjustments to enhance returns and mitigate potential risks

Retirement Success

• Education and strategies for maximizing retirement savings and income
• Planning for a comfortable and secure retirement
• Guidance on navigating retirement regulations and options

Our Team

Our team comprises experienced professionals with backgrounds in various aspects of finance, including:

• Lou DiMarco: Founder and Financial Advisor with over 30 years of experience
• Kay Dunham: Senior Advisor with over 50 years of experience in financial services

Community Involvement

We are committed to giving back to the community through our involvement in various organizations and initiatives. Our team actively participates in youth sports, volunteer organizations, and other community events.