Main Street Financial Group LLC

Certified Financial Planner, Investments, Estate, Tax Planning & Business Strategy
 
 Our comprehensive wealth mangement plans are provided with the collaboration of a financial advisor, attorney and CPA. We take a comprehensive and integrated approach to meeting our clients’ financial, investment, estate, tax and business planning needs. Each team member works with the client to provide service in their field of expertise and then assist the client in integrating the recomendations into the overall plan.

Always mindful of the impact our services have not only on our client but the client’s family, we approach each engagement with the intention of establishing a long-term relationship as advisors to the client and the client’s family. In coordination with legal counsel and a CPA, this practice group advises clients on the methods for achieving their personal objectives for both the preservation and transfer of wealth while reducing the future impact of income, estate, gift, and generation-skipping taxes that can frustrate these objectives.

With a strong commitment to service and extensive experience in these various areas of practice, the Main Street Advisory Group strives to provide the type of innovative but practical solutions that serve the client’s immediate needs as well as those of future generations.

An estate planning attorney and CPA  provide the business consultation, strategic tax planning and legal services required by individuals and business enterprises ranging in size from start-up operations to established businesses.  Our individual clients (entrepreneurs, business owners, professionals and retirees) are both substantial and diverse.

Ruth D Goldstein

Org chart

Teams

Offices

Ruth D Goldstein

Org chart

Teams

Offices

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