A little love from our clients!

A little love from our clients!

Why do we do what we do?

Listen to this message from one of our clients that highlights why we are here to help people achieve their financial goals and make smart financial decisions.

Your victories are our victories.

We love to hear about your financial wins and celebrate right next to you!
One of our financial advisors, Liz Gillette, received this voice mail message and we wanted to share it with you!

 

MainStreet Team
MainStreet Team
info@mainstreetplanning.com

MainStreet Financial Planning, Inc., an independent fee-only financial planning firm was founded in Maryland in 2002 by Jim Ludwick, CFP® who passionately believed that financial planning advice should be accessible to people from all walks of life without product sales and investment management services. In 2006 Anna Sergunina, CFP® joined the team and together they grew MainStreet Financial to a nationally recognized company, with a team of 6 staff members and 5 offices across the country.

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