Main Street Financial is a registered investment advisory firm based in Westchester, NY serving clients mostly from the greater NYC area. We are dedicated to helping clients achieve and maintain financial security. As fee-only advisors, we offer independent financial planning and portfolio management services tailored to the needs of our clients and their families.
We adhere to the fiduciary standard, ensuring that the interests of our clients come first and foremost. We are experienced, independent professionals who follow a fiduciary standard of care, that places our clients' interests ahead of our own. Our clients have our total allegiance. We place enormous value on the relationships we have with our clients.
We adhere to the fiduciary standard, ensuring that the interests of our clients come first and foremost. We are experienced, independent professionals who follow a fiduciary standard of care, that places our clients' interests ahead of our own. Our clients have our total allegiance. We place enormous value on the relationships we have with our clients.
Services
We called the company "Main Street Financial" because we wanted a name that described our straight talking, down to earth style that distinguishes us from the sales driven style of many Wall Street firms. When the company was formed in 1999, we were pleased, but not very surprised, to learn that the name "Main Street Financial" was still available for use in the State of New York.
With a professional staff of Certified Financial Planners and CPA's, we offer clients a unique combination of tax and financial planning services. Our relaxed, approachable style makes it easy for clients to discuss their issues and to use us as a resource to address their financial concerns. Whether they need help making a single decision or are confronting a major situation, clients get objective and competent advice.
You should trust your financial health only to the most educated, experienced and ethical of advisors. When you become a client, we become committed to helping you achieve financial success. You can count on receiving independent, honest guidance to help you through difficult times in life as well as everyday financial decisions.
We act with complete integrity and transparency. We believe that our honor and client service are more important than profits. It is this belief that guides the rest of our Core Values and the overall conduct of our business. We offer financial advice based on our experience and our deeply held core values.
The fiduciary standard requires an advisor to put the client's interests ahead of his/her own. This means not only giving the client the proper advice but implementing that advice in the best interest of the client. Brokers, bank reps and insurance agents who sell investments do not follow a fiduciary standard.
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