Our Process

Our Process

At MainStreet Financial Group, we believe in a process that works for our clients and friends that we use to help establish our relationship, provide financial recommendations, and to help guide our partnership. We believe in communication, collaboration, and action. Learn more about the process we take to help you with your financial future.

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

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