You should trust your financial health to only the most educated, experienced and ethical of advisors. When you become a client, we become committed to helping you acheive financial success.
Our clients can count on receiving independent, honest service to help them through difficult times in life as well as everyday financial decisions. We help them remove some of the emotion from their decisions and simplify their financial lives. In the process, we develop close relationships with them as their trusted advisors.
Main Street Financial operates under a business model that is optimally suited to support clients who are faced with financial decisions and need an advisor with nothing to sell. 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%.