MainStreet Financial Planning, Inc.

We help you make smart financial decisions.

General Information
Company Name
MainStreet Financial Planning, Inc.
Founded Year
2002
Location (Offices)
Los Gatos, United States +6
Founders / Decision Makers
Number of Employees
8
Industries
Finance, Financial Services
Funding Stage
-
Social Media

MainStreet Financial Planning, Inc. - Company Profile

MainStreet Financial Planning, Inc. is a US-based independent, fee-only financial planning firm founded in 2002. Their slogan "We help you make smart financial decisions", truly reflects their commitment to empowering clients with informed choices. Emphasizing accessibility, MainStreet rejects product sales and investment management services. With a mission to cater financial planning advice to individuals from all backgrounds, their passionate belief in providing impartial guidance sets them apart. Their dedication to promoting financial literacy and transparency underscores their commitment to serving their clients' best interests. For more information, visit www.MainStreetPlanning.com.

Taxonomy: financial planning, independent, fee-only, investment management, portfolio rebalancing, college planning, real estate planning, retirement planning, employee financial counseling

Funding Rounds & Investors of MainStreet Financial Planning, Inc. (0)

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There is no investment information

Latest News of MainStreet Financial Planning, Inc.

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