What You Can Expect From A Relationship With Main
What You Can Expect From A Relationship With Main Street Financial Group We Strive To Put Your Best Interest First Letting someone become involved with your personal and business finances is a matter of real trust. You can be confident that our goal is to work for you in the same manner we would work for ourselves. Every step we take is meant to help you reach your goals. Every recommendation we make will be fully explained and made in the context of your comprehensive financial strategy. Remember we want you to be better off for being our client.
Planning First You’ll notice we ask a lot of questions. That’s because it is vitally important to understand your current financial situation, help you define your future goals, understand your risk tolerance, and truly understand who you are as an individual and business person. It isn’t until we have the answers to our questions that we can develop a strategy that takes into consideration your immediate needs, short and mid-term goals, as well as long-range objectives. Only then will we make recommendations on how to implement your strategy.
Creative, Open-Minded Thinkers Each client is unique, with a unique set of circumstances and requirements. You can expect that any plan we develop for you will never be the usual “cookie cutter” formula. We look at your needs and goals and figure out the best way to help you achieve them.
A Wealth of Experience and Professionalism We bring a wealth of personal and business experience to the planning process. We have also taken the time to become specialists in various areas by continually educating ourselves through the nation’s top financial planning organizations.
We Are Client Centered. Whether it is finding out information you need or simply returning phone calls promptly, we treat you the way we want to be treated, with respect.
Main Street Financial Group 80 East Main Street Kings Park, NY 11754 Phone 631-269-2300 Fax 631-269-2304
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFPAS is not affiliated with Main Street Financial Group.
Planning First You’ll notice we ask a lot of questions. That’s because it is vitally important to understand your current financial situation, help you define your future goals, understand your risk tolerance, and truly understand who you are as an individual and business person. It isn’t until we have the answers to our questions that we can develop a strategy that takes into consideration your immediate needs, short and mid-term goals, as well as long-range objectives. Only then will we make recommendations on how to implement your strategy.
Creative, Open-Minded Thinkers Each client is unique, with a unique set of circumstances and requirements. You can expect that any plan we develop for you will never be the usual “cookie cutter” formula. We look at your needs and goals and figure out the best way to help you achieve them.
A Wealth of Experience and Professionalism We bring a wealth of personal and business experience to the planning process. We have also taken the time to become specialists in various areas by continually educating ourselves through the nation’s top financial planning organizations.
We Are Client Centered. Whether it is finding out information you need or simply returning phone calls promptly, we treat you the way we want to be treated, with respect.
Main Street Financial Group 80 East Main Street Kings Park, NY 11754 Phone 631-269-2300 Fax 631-269-2304
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFPAS is not affiliated with Main Street Financial Group.
