Main Street Financial is a client-centered, fee-only investment advisory firm located in Mount Kisco, NY and serving individuals mainly in Westchester, Putnam and Fairfield.
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Our Core 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 and client service.
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Our professional staff of fee-only Certified Financial Planners® and CPAs serve clients in three general areas:

Financial Planning

We provide clients with objective, professional guidance to help them confront life's major financial issues.
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Investment Management

Main Street Financial is a fee only registered investment advisor that manages your portfolio based on a customized plan.
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Tax Planning

Our clients get not only the financial advice they need but also tax advice.
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For information relating to taxes and financial planning please visit our News and Articles section.

About Us

We called the company "Main Street Financial" because we wanted a name that described our straight talking, down to earth style and that distinguished us from the financial advisors that operate inside many Wall Street firms. Read more and meet our staff...