In 2001 Brett Danko, Founder and Managing Member of Main Street Financial Solutions LLC, was teaching and speaking to professional financial advisers and certified public accountants across the United States on a variety of topics in financial planning. As lead instructor of one of the most popular CERTIFIED FINANCIAL PLANNER™ Live Review courses in the country, Brett’s sold-out talks addressed – and still do – the concepts of investments, insurance, retirement planning and estate planning.
Brett regularly crossed paths with outstanding financial professionals from leading firms who shared his passion for knowledge and excellence in the financial planning profession. Two of Brett’s students approached him with a proposal to set up an independent financial planning firm for advisors who had a genuine thirst for knowledge and had in common a passion for sharing that knowledge with others. From this idea Main Street Financial Solutions LLC was born.
Under Brett’s leadership Main Street Financial Solutions has grown from a firm of three passionate founders to 18 experienced financial advisers with over $700 million in assets under management and 12 regional offices up and down the east coast from Boston to Atlanta.
Though our growth is an important metric of our success, our overriding goal is to maintain the highest standards of professional excellence and to compete with the best on that basis. As a firm we instill in all our advisers and employees the requirement to incorporate the CFP® Code of Ethics into every one of our interactions with clients:
Today students from leading financial firms nationwide still fill the seats in Brett’s well-attended seminars. And Main Street Financial Solutions’ advisors value their unique company culture that emphasizes learning and an ongoing professional exchange of ideas. We invite you to experience the difference.