Trusted fiduciary financial advisors providing retirement planning, investment planning, and asset allocation for individuals, families, and business owners in New York and Boca Raton, FL.
At Main Street Asset Management LLC, we deliver personalized financial planning and investment strategies that protect and grow your wealth. Serving clients in New York and Boca Raton, Florida, our fiduciary advisors specialize in retirement planning, asset allocation, and tailored solutions for individuals, families, executives, and business owners.
SERVICES
We offer tailored Advice for Individuals, Families & Business Owners on full suite of services — financial planning, retirement planning, investment planning, asset allocation, retirement savings accounts, and individual securities management — tailored to your unique needs.
OUR DIFFERENTIATOR
We act in your best interest at every step.
Plans built around your goals, timeline, and risk tolerance.
Advisors experienced with financial and tax considerations in New York and Florida.
Throughout our retirement journey, Main Street Asset Management has been a constant source of support. Their expertise in managing our investments has ensured that our portfolio remains robust and aligned with our risk tolerance. They've also helped us navigate the complexities of social security, healthcare costs, and estate planning.
Thanks to Main Street Asset Management, we are able to enjoy our retirement to the fullest, knowing our financial health is in excellent hands. We highly recommend their services to anyone looking for a reliable and knowledgeable partner in retirement planning.
As a business owner, managing my wealth and planning for future retirement always seemed like a daunting task. However, partnering with Main Street Asset Management LLC transformed this challenge into a clear and manageable process. Their team took the time to understand the unique financial intricacies of my business and personal aspirations.
One of the most impressive aspects of working with Main Street Asset Management is their proactive approach to planning for my retirement. They helped me develop a solid retirement plan that aligns with my long-term goals, providing peace of mind that my future is secure. Their continuous monitoring and adjustments to the plan have kept me on track, even as market conditions change.
As an executive, managing my stock options and executive compensation can be incredibly complex. Fortunately, Main Street Asset Management LLC has been an invaluable partner in navigating these challenges. Their team’s expertise in executive compensation and wealth management has provided me with the guidance I needed to make informed decisions.
Main Street Asset Management took the time to thoroughly understand my compensation package and tailored a strategy to maximize its potential. They helped me develop a comprehensive plan for exercising stock options, optimizing tax implications, and diversifying my investment portfolio. Their detailed analysis and strategic advice have significantly enhanced the value of my compensation.
Let’s create a personalized financial strategy that aligns with your goals.
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