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Mainstreet Financial Group

Mainstreet Financial Group

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HAPPY LIVING COMES
FROM CAREFUL PLANNING

We can help.

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ASSOCIATIONS & CERTIFICATIONS

 

Chartered Retirement Planning Counselor

Professional Member

Registered Financial Gerontologist

Certified Estate and Trust Specialist
Certified Tax Specialist

The Life Underwriter
Training Council Fellow®

Registered Financial Consultant

 

We don't want to control you,
we just want to get to know you.


Your happiness is important to us. As your trusted financial advisor, our primary focus is you. From budget creation, to 401(k) review, to preparing you for retirement, we get to know you and provide services based on your individual needs and desires.

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LET’S GET YOUR DUCKS IN A ROW.

Are you good at what you do but less confident about your readiness for your next big move? Download these seven suggestions for getting your ducks in a row as you advance in your career and your life.

 

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Whether it is your idea or (ahem) your employer's, a job change brings its share of drama. Download these six tips - including a few ideas about your old 401 (k) - meant to help you on your next great adventure.

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You’re the envy of your peers, the model of a job well done. Now let’s get Retirement right. Download these seven tips and observations based on our extensive experience with happy retirees.

 

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There’s nothing like a brand new bundle of joy to help focus. Whether you’re a proud parent or grandparent, there are steps you could be taking—download these seven tips with our very best wishes.

 

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MAINSTREET MARKET COMMENTARY 

You can listen to Herb Allen’s market commentary daily on the radio at 100.5 fm.
His reports are available at 5:15 pm (central time).

Audio only Market Commentary Archive - Click here


Opinions expressed are that of the author and are not endorsed by the named broker dealer or its affiliates. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell any security or to participate in any particular trading strategy. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. Investors cannot invest directly in an index. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Neither HARBOUR INVESTMENTS, INC. nor any of its representatives may give legal or tax advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

DISCLOSURES

  • Disclosure of Order Routing Information
  • Privacy Policy
  • Business Continuity
  • Important Disclosures

SERVICES

  • Investments
  • Insurance
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Charitable Giving

LOCATION

6735 Vistagreen Way
Suite 200, Rockford, Illinois 61107

CONNECT WITH US

  •   815-965-4000
  •   jenniferz@mainstreetfinancialrockford.com
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Contact Us

Securities and Advisory Services Offered through Harbour Investments, Inc. Member FINRA, SIPC. Securities licensed in Alabama, Arkansas, California, Colorado, Florida, Georgia, Iowa, Illinois, Michigan, Minnesota, Missouri, Tennessee, Wisconsin.

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