Skip to main content

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
    • Email Newsletter
    • Community Engagement
  • Our Services 
    • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Charitable Giving
  • Events
  • Mainstreet Market Commentary
  • Contact

    You are here

  1. Home
  2. About
  3. What Financial Planning Clients Can Expect from MainStreet Financial Group

What Financial Planning Clients Can Expect from MainStreet Financial Group

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 identify 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.

Request an Appointment

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@mainstreetrockford.com
  •  
  •  
  •  
  •  

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.

© 2023 MainStreet Financial Group. All rights reserved.

Website Design For Financial Services Professionals