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Main Street Financial LLC

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Main Street Financial LLC

Overview:

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.
We called the company “Main Street Financial” because we wanted a name that described our straight talking, down to earth style that distinguishes us from the sales driven style of many Wall Street firms. When the company was formed in 1999, we were pleased, but not very surprised, to learn that the name “Main Street Financial” was still available for use in the State of New York.

Since then we have grown steadily by providing a disciplined, client-centered fee-only financial planning and investment management services whether markets are up or down. As a small firm, we place great value on the close relationships we have with our clients and we give them our total allegiance.

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