Main Street Financial is a Westchester, NY investment advisory firm, serving Mount Kisco, Chappaqua, Bedford and the surrounding 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.

Our Services

Each of our planners is a CFP or CPA. This combination of skills provides clients with a rare level of professional expertise in the following areas: