Main Street Financial Group is an independent financial services firm. Our Financial professionals help individuals, small businesses and corporations achieve their financial goals and objectives.
Our strategic relationship with NFP Securities, Inc., one of the largest independent broker dealers, allows our financial professionals to offer advice that is independent.
Our clients benefit from our financial professionals depth of experience, the diversity of our offerings and our shared knowledge of planning strategies.
Whether you are a business owner or corporate executive, a successful entrepreneur, a recently divorced spouse, widow or widower, a single parent, a family or newlywed working to make a living, a retiree or a wealthy investor, you all share the common thread of being committed to achieving your financial goals and dreams. However, because of daily constraints, many of you fail or come up short of those goals and dreams. Not sure who said the following phrase “People don’t plan to fail, they just fail to plan”, but unfortunately it is all too common and it does not have to be!
The PIVOTAL Commitment:
By placing your trust in our firm, we commit:
Truly independent, unbiased fee-based financial advice that is based on your specific needs and goals.
To act as your fiduciary, meaning we must put your interests ahead of ours at all times. We must treat your money with proper prudence and provide you with the best possible advice and investments, just as if it were our own.
A team of true professionals who are experts in all aspects of financial planning, which consists of Investment , Risk (insurance), Retirement, Tax, Estate and Cash Management planning.
To building an intergenerational relationship with you and your family. Our firm cares about you, not just your money.
To minimizing your expenses to maximize your return, by working with a state of the art, cutting edge low-transaction fee discount brokerage and recommending no-load mutual funds that offer low expense ratios and low portfolio turnover.
No allegiance to any company, product or service. OUR only allegiance is to you, your family and your goals.
To being completely accessible. Your concerns, questions and needs are not just important during business hours, they are important 24 hours a day and we will do our best to make sure you are satisfied.
To provide you with the personalized, respectful, and professional service you deserve. With our firm you will never be just another number or account, you will get all the benefits of the “big” firms without the impersonal, one size fits all attitude.