Main Street Financial Solutions

Main Street Financial Solutions is a fee-only registered investment advisory firm offering financial planning, investment management, retirement planning, insurance planning, estate planning, college savings and business planning. Its clients are individuals, families and small businesses, and the firm says it aims to build long-term relationships with them.

The firm works through a fiduciary standard and starts with a no-obligation conversation about goals, concerns and timeline before building a plan. Its headquarters is at 104 Pheasant Run in Newtown, Pennsylvania, with additional advisor offices in several other states. Clients can reach the team by phone or through the contact form on the website.