Overview of services:
Main Street Financial Solutions is an independent Registered Investment Advisor (RIA). We bring to our clients the expertise and advice of several financial advisors who function as Investment Advisor Representatives (IAR’s), who share common values and meet our high educational standards. Our IAR’s work independently with clients out of several regional offices, and are supported in their day-to-day operations and in their training and education by our Main Office in Newtown, PA.
Potential clients who reach out to one of our advisors for the first time can typically expect a no cost, no obligation exploratory discussion to help you and them assess your needs, and the scope of your potential engagement. Each office has at least one CERTIFIED FINANCIAL PLANNER™ practitioner on staff, which helps ensure that clients are treated to a multidisciplinary, planning-centric approach. Furthermore, as a registered investment adviser, Main Street Financial Solutions is a fiduciary, which means that we are required to act in the best interest of our clients, disclose to clients material facts about the advisory relationship and treat clients fairly.
All our financial advisors have the training and education to help you take a comprehensive look at your financial picture, and give you objective guidance concerning what steps to take to achieve your financial goals. Similarly, all of our financial advisors actively advise clients on Investment Management and Retirement Planning. In total, our firm manages over $700 million in assets for clients who have gone through our financial process and worked with us to design a customized investment plan.
Many of our advisors specialize in other areas of the financial planning process as well, such as insurance planning, business planning, and estate planning. Some offer hourly and/or retainer-based engagements for clients who want to focus on advice and implement solutions elsewhere. Some of our advisors are licensed to sell insurance and other products in addition to providing investment advisory services. In all cases, we emphasize the importance of reasonable and transparent compensation standards that promote and encourage trust and long-term relationships with our clients.
Having a conversation with one of our advisors is an excellent way to bring your financial security and long-term goals into focus, and to identify actions and strategies that can bring them closer to reality. Choose to work with us, and let’s get you closer to the things you truly value.