That is where MainStreet Financial Services stands out. With a mission “to create and enrich a comfortable and confident relationship with every person,” the Luvern, MN-based financial services firm is committed to helping people pursue their financial goals by providing sound financial information and advice.
Once goals have been established, MainStreet will customize strategies individually tailored to each client’s vision and objectives. Investment offerings include: mutual funds, IRAs, government securities, fixed annuities, and common stocks and bonds. MainStreet also provides assistance with life, disability, long-term care and funeral insurance. In addition, the firm is adept at estate planning and professional money management.
CEO Mike Cox has been managing money for some 25 years. His team of seven is a close knit group who genuinely care about each other and care about the firm’s clients. That is what makes MainStreet unique and a success.
“You can’t tell someone you care — you have to show them. We don’t let a customer make a major decision the first time we see them. I tell every client to ask themselves ‘Do I trust the person I was taking to? Should I do business with them?’ ” Cox said.
MainStreet Financial Services is always abreast of market events, in good times and bad, and acknowledges that when times are tough, clients need a bit more handholding and personal contact.
“People are universal; they want to know they are not going to run out of money, that they will be able to maintain their lifestyle – and they want to be happy,” Cox said. MainStreet's mission is to make that happen.
For more information, please visit: www.mainstreetfinancialservices.com
The replacement of trustee-managed benefit plans with self directed, defined contribution, investme
Who can clients trust to shield their investments from risk?
Your Golden Years need a Commited Advisor. Building assets requires blood, sweat, tears – and a fi
Chicago-based financial manager learns about her client’s goals and dreams before designing a plan
|< Prev||Next >|