Main Street Investment Group

Helping Everyday People Succeed

Advocating For You

Meet with an Advisor to get Started

It’s Your Future:

Build a Financial

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Your Goals

Saving for retirement?  Buying a home? 

Paying for college? Eventually, we all hope to be able to manage some of these goals.

Our experienced advisors at Main Street Investment Group are here to help you manage your goals while successfully and comfortably navigating the financial challenges that arise in every stage of life.

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We Empower Those Who've

Always Worked Hard For Their Money

YOU DON’T JUST NEED A MONEY MANAGER

You Need a Financial Partner, For Life

 

Who you are is about so much more than the money you’ve made – you have loved ones to care for, a future you’re looking forward to and exciting milestones ahead. While you’ve done well for yourself, your financial complexities have grown and so has the need to partner with someone who just gets it. 

Instead of telling you what to do with your money, we believe in becoming a valued and supportive part of your life. In our commitment to you, we vow to do what we believe is in your best interest, always. By putting your faith in us, we repay you with advice drawn from decades of experience and our passion for helping others realize, plan for and pursue their goals.

 

Our Team

The staff at Main Street Investment Group boasts of more than 120 years of combined experience

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What Financial Concerns Keep You Up at Night?

Offering Tailored Strategies to Help Put Them to Rest

 

Our Comprehensive Financial Planning Services Include

Investment Management

Retirement Planning

Estate Planning

College Planning

Insurance Planning

Business Planning

DO YOU KNOW YOUR RISK NUMBER?

We’re Taking the Guesswork Out of

Your Financial Future

 

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. Together we’ll:

  • Capture Your Unique Risk Number®

  • Align Your Portfolio

  • Define Your Retirement Goals

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Interested in Working Together?

Here’s What You Can Expect

The Financial Planning Process (Virtual or In-Person)

FIRST Meeting

Let’s get to know each other. At this meeting, you’ll visit with the Main Street Investment Group advisor of your choice and share with us what is truly important to you and your family. This meeting can be virtually or in person.  We’ll review your current financial situation, critical events (retirement or paying for college, for example) on the horizon and discuss your goals. Consider this meeting a bit of discovery — we’ll complete an extensive questionnaire to get your full financial picture and determine your risk tolerance. There are no right or wrong answers at this meeting, just an opportunity to begin to customize your future financial plan.

SECOND MEETING

Now that we’re comfortable, this meeting will allow us to present you with a custom financial plan, complete with recommendations for how to best pursue your financial goals. We’ll discuss the implementation and monitoring stages of the plan, we’ll educate you on what we think the most appropriate investment strategies for you are, and we’ll share with you the details about how to work the plan, including what we need from you. You’ll leave this meeting with a personalized financial plan developed using a program called “Wealth Vision.” You’re invited to ask questions and thoroughly review the plan and then decide if you want Main Street Investment Group to be your financial advisor. If so, we’ll move forward with a third meeting. If not, you’re free to keep searching for a fit with no fee for services from us.

THIRD MEETING

As we move forward, this meeting will serve as an opportunity to dot the Is and cross the Ts. We’ll help you finish up any paperwork and answer any new questions that have arisen. This meeting can be done in person or remotely with electronic signing — as we know your time is valuable.

Ongoing MEETINGs

Whether you want to hear from us a lot or not, Main Street Investment Group is committed to keeping our clients in the loop. We have clients that visit our offices as often as quarterly and as infrequently as annually. We’ll work with you, based on the complexity of your financial situation and your need to understand what’s happening, to determine how often we’ll meet for account reviews. And all along the way, we’ll be monitoring your plan, educating ourselves and keeping on top of what’s going on in the financial world, so you don’t have to.

 

We’re Excited to Get Started

Whether you have a few more questions about our firm or you’re interested in seeing if we’re right for you, simply fill out the form below or ask to schedule your free consultation today.  In addition, you can schedule a time now with one of our advisors using the calendar below.  We will reply quickly.

Address:
Main Street Investment Group
130 N. Woodbury Rd
Pitman, NJ 08071

Contact:
856-218-0080

Office Hours:
9am – 5pm Mon – Fri

 

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residences of the states in which they are properly registered or licensed. No offers may be made or accepted from any residence of any other state.