Assisting our clients in developing and implementing financial strategies that help them reach their life goals.
Investment, retirement, insurance, income tax and estate planning are all an integral part of the financial planning process. Here at MainStreet Financial, we strive to provide an environment that integrates these disciplines through a personal and professional relationship.
We do not believe in the concept of "hot" stocks or "timing" the market. We believe in following a disciplined, long-term, efficient, yet flexible, approach to investment planning that utilizes global diversification to reduce risk and lower volatility, which typically enhances long-term returns and builds greater wealth.
Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services
Advisor. Cambridge and MainStreet Financial are separate companies
and are not affiliated.
Branches and additional offices:
(231) 943-95845225 Highland Dr Traverse City, MI 49684-9380