Main Street Investment Group

Helping Everyday People Succeed

Meet with an Advisor to get Started

It’s Your Future: Build a Financial Picture That Fits 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.

Meet with an Advisor to get Started

It’s Your Future: Build a Financial Picture That Fits 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.

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.

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 100 years of combined experience

Josephine Stagliano

Independent LPL Financial Advisor

Robert Reidinger

Independent LPL Financial Advisor

James Sgro

Independent LPL Financial Advisor

Daria Chiaffa

Operations Manager

Kimberly Jablonski

LPL Registered Assistant

Virginia Collins

Marketing Associate

What Financial Concerns Keep You Up at Night?

Offering Tailored Strategies to Help Put Them to Rest

Our Comprehensive Financial Planning Services Include

Our Comprehensive Financial Planning Services Include

Investment Management
Whether you’re focused on preserving your wealth, obtaining income in retirement or leaving a legacy for your loved ones, we’re here to help you articulate, clarify and understand your investment goals. With you and your future needs at the forefront, we’ll develop a tailored investment plan built just for you. Using proper asset allocation, diversification, tax awareness and rebalancing, we’ll create a blueprint designed to help guide your financial life.
Retirement Planning
We won’t sugar coat it - planning for your retirement is one of the most important and challenging processes you may encounter in your lifetime. The good news? We’ve helped hundreds of clients navigate their retirement income options, understand the lifestyle they want to live through retirement and find answers to their biggest questions. We’ll start by identifying your values and what matters most to you, then we’ll build a strategy based on this discussion. Moving forward, we’ll be your disciplined, guiding force in helping you live the lifestyle you desire in retirement.
Estate Planning

Your whole life, and especially nearing retirement, you’ve worked hard to save, grow and preserve your assets. We want to make sure that when the time comes, those assets are distributed properly to your loved ones. We can help you understand what paths are available and connect you with a trusted professional who can create a structured plan seeking to carry out your wishes and minimize the burden of legal expenses and unnecessary taxation.

‏‏‎

Main Street Investment Group and LPL Financial do not provide legal advice. Please consult your legal advisor regarding your specific situation. You are under no obligation to use the services of any recommended professional, and may choose any qualified professional to provide legal services. The recommended professional and their services are not affiliated with LPL Financial and Main Street Investment Group.

College Planning
Between tuition, room & board, a laptop and more, planning for your child’s college education can feel both daunting and rewarding at the same time. The cost of a college education is continuously on the rise, and we aren’t always able to rely on scholarships or student loans to cover the expenses. Instead, we can help you and your spouse plan for a child’s education while addressing the tax advantages that can come with it.
Insurance Planning
We don’t need to tell you that life can come with plenty of unexpected events. The problem is, many of these unforeseen circumstances often come with financial hardship. Having a plan in place to relieve some of the burdens and provide peace of mind is something we’re able to help you with. Together, we can conduct a comprehensive analysis of your current coverage and discuss what options may be beneficial for you to consider.
Business Planning
Offering a retirement plan is a valuable benefit that impacts the present and future lives of your employees, and it shows them you care. Providing employees with this benefit can also bring significant tax advantages to small business owners. As we work together, we’ll show you how easy it can be to set up a plan that suits your needs while working to grow your business.
College Planning
Between tuition, room & board, a laptop and more, planning for your child’s college education can feel both daunting and rewarding at the same time. The cost of a college education is continuously on the rise, and we aren’t always able to rely on scholarships or student loans to cover the expenses. Instead, we can help you and your spouse plan for a child’s education while addressing the tax advantages that can come with it.
Insurance Planning
We don’t need to tell you that life can come with plenty of unexpected events. The problem is, many of these unforeseen circumstances often come with financial hardship. Having a plan in place to relieve some of the burdens and provide peace of mind is something we’re able to help you with. Together, we can conduct a comprehensive analysis of your current coverage and discuss what options may be beneficial for you to consider.
Business Planning
Offering a retirement plan is a valuable benefit that impacts the present and future lives of your employees, and it shows them you care. Providing employees with this benefit can also bring significant tax advantages to small business owners. As we work together, we’ll show you how easy it can be to set up a plan that suits your needs while working to grow your business.
Investment Management
Whether you’re focused on preserving your wealth, obtaining income in retirement or leaving a legacy for your loved ones, we’re here to help you articulate, clarify and understand your investment goals. With you and your future needs at the forefront, we’ll develop a tailored investment plan built just for you. Using proper asset allocation, diversification, tax awareness and rebalancing, we’ll create a blueprint designed to help guide your financial life.
Retirement Planning
We won’t sugar coat it - planning for your retirement is one of the most important and challenging processes you may encounter in your lifetime. The good news? We’ve helped hundreds of clients navigate their retirement income options, understand the lifestyle they want to live through retirement and find answers to their biggest questions. We’ll start by identifying your values and what matters most to you, then we’ll build a strategy based on this discussion. Moving forward, we’ll be your disciplined, guiding force in helping you live the lifestyle you desire in retirement.
Estate Planning

Your whole life, and especially nearing retirement, you’ve worked hard to save, grow and preserve your assets. We want to make sure that when the time comes, those assets are distributed properly to your loved ones. We can help you understand what paths are available and connect you with a trusted professional who can create a structured plan seeking to carry out your wishes and minimize the burden of legal expenses and unnecessary taxation.

‏‏‎

Main Street Investment Group and LPL Financial do not provide legal advice. Please consult your legal advisor regarding your specific situation. You are under no obligation to use the services of any recommended professional, and may choose any qualified professional to provide legal services. The recommended professional and their services are not affiliated with LPL Financial and Main Street Investment Group.

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

Interested in Working Together?

Here’s What You Can Expect

The Financial Planning Process

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. 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.

Step One

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.

Step Two

Third Meeting

As we move forward, this meeting will serve as an opportunity to dot the I's and cross the T's. 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.

Step Three

Ongoing Reviews

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’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.

Step Four

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.  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

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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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.

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.

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