Main Street Financial

At Main Street Financial, we understand the importance of financial security and the impact it can have on your life. As a registered investment advisory firm based in Westchester, NY, we have been dedicated to helping clients achieve and maintain financial security for years. Our team of experienced, independent professionals is committed to providing personalized financial planning and portfolio management services tailored to the unique needs of each client and their families.

Our Mission

Our mission is to deliver Wall Street expertise with Main Street values. We believe in building strong, long-term relationships with our clients, and we are dedicated to providing exceptional service, guidance, and support every step of the way. We adhere to the fiduciary standard, ensuring that the interests of our clients come first and foremost.

Our Services

We offer a comprehensive range of services designed to help clients achieve their financial goals. Our services include:

• Financial Planning Services: Our team of certified financial planners (CFPs) and certified public accountants (CPAs) will work with you to create a personalized financial plan tailored to your unique needs and goals. Whether you're planning for retirement, navigating a divorce, or addressing other planning topics, we'll provide you with expert guidance and support.
• Investment Management Services: Our experienced investment managers will work with you to create a customized investment portfolio designed to help you achieve your goals while managing risk. We offer a range of investment management services, including investment management for retirement, and more.
• Tax Services: Our team of tax experts will work with you to develop a tax strategy that minimizes your tax liability and maximizes your financial returns. We offer tax planning, advising, and tax return preparation services to help you navigate the complex world of taxation.

What Sets Us Apart

At Main Street Financial, we're committed to providing exceptional service and guidance to our clients. We're experienced, independent professionals who follow a fiduciary standard of care, placing our clients' interests ahead of our own. We're dedicated to building strong, long-term relationships with our clients, and we're committed to delivering Wall Street expertise with Main Street values.

Our Values

We place enormous value on the relationships we have with our clients. Underlying these relationships is our dedication to a value system based on integrity, client service, and a commitment to excellence. We believe in being transparent, honest, and open in all our interactions, and we're dedicated to providing exceptional service and guidance to our clients.