More Info
- General Info
- * MainStreet Financial is an RIA (Registered Investment Advisory firm) with the SEC, developing retirement income and investment strategies for clients under an advisory fee arrangement. Includes developing individual portfolio models as well as institutional money management. * Securities offered through Mutual Service Corporation. Advisory services offered through MainStreet Financial Advisors, LLC, a Registered Investment Advisor. Mutual Service Corporation and LPL Financial are affiliated companies and members FINRA/SIPC. MainStreet Financial Advisors, LLC, and Mutual Service Corporation/LPL Financial are separate companies. * Saturday and Sunday by appointment only
- Extra Phones
Fax: (269) 492-9704
TollFree: (866) 574-8279
- Services/Products
- * Implementation of investment planning for retirees and pre-retirees, college funding techniques, income tax planning, estate planning, insurance planning and employer benefit programs. BRAND * Typical investments consist of mutual funds, fixed income investments, stocks, annuities and real estate investment trusts
- Location
- Across the Street from Holiday Inn West
- Other Link
- Categories
Reviews
Everytime I go to MainStreet to see my advisor, John Ruzza, I'm treated like a queen. Coffee, tea, pop, etc. It's nice to be treated like a person, and not a number! Everyone at the 11th St. Commons building is terrific!
KB
04/05/2010
The staff at MainStreet Financial are the best! Appreciate John Ruzza and his help with our finanical planning.
JB
Details
Phone: (269) 492-9701
Address: 2632 S 11th St, Kalamazoo, MI 49009
Website: http://mainstreetfa.com
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