Our Philosophy

Our Philosophy

At MainStreet Financial Group, we are committed to providing quality financial planning and investment advice in the Rockford area. We believe that the cornerstone to financial success is a carefully thought out financial plan - a finance map that has specific goals and uses appropriate investment tools to help you meet your financial objectives.

Your customized plan is developed by our new client process, where we take time to get to know you, your family, your current financial situation and your goals. We are then ready to assist you in creating and implementing a personalized strategy that will help pursue your financial goals through informed decision making.

An important and unique element of our process is our Annual Review with each of our clients. Learn more about this Annual Review and why it is so important in your financial strategy.

 

Mainstreet Financial Group. is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc. A Registered Investment Adviser

This site is published for residents of the United States only. Registered Representatives of Summit Brokerage Services Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Summit Brokerage site at www.summitbrokerage.com

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