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.
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.
Whether they are faced with a major financial decision or a routine question, clients find us to be an excellent, trusted resource.
Investment Management
We manage the risk in our clients’ portfolios so they can reach their goals with a proper trade-off between risk and return. Our firm is a fee only Registered Investment Advisor.
Tax Planning
Our clients get not only the financial advice they need but also tax advice.
