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You should only trust your financial health to the most educated, experienced and ethical of advisors.
We have been advising clients about financial and tax matters since 1988 and have been successfully managing their investments since 1999. Through two major stock market downturns and way too many tax law changes, we continue to provide top notch advice and service to our clients.
Markets can go up, down and sideways. You should have an advisor who is experienced and knowledgeable enough to guide you through all phases and one who is ethical enough to put your portfolio ahead of his own income.
Main Street Financial operates under a business model that supports investors. We follow a fiduciary standard of care for our clients which means that we place our clients’ interests ahead of our own. Our clients have our total allegiance.
We do not work on commissions and we do not get paid to sell investments. We charge a fee based on the level of assets we manage so, as our clients’ portfolios grow, our revenue grows. We do not have sales quotas and we do not have to answer to corporate mandates. We serve only our clients. Our success is tied to the success of our clients which we believe is a “win-win” approach.
It might sound a bit old-fashioned but we believe that it is possible to serve clients well AND be profitable. It is not only an honorable way of conducting business … it actually works! Our client retention rate since we started doing business is 99%.