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Your Financial Hub
Wealth Management + Tax + Accounting + Business Advisory
New York-New Jersey-Florida
Trusted fiduciary financial advisors providing retirement planning, investment planning, and asset allocation for individuals, families, and business owners in New York, New Jersey, and Boca Raton, FL.
Trusted Financial Advisors for Retirement, Investments & Wealth Management
Trusted Financial Advisors for Retirement, Investments & Wealth Management
At Main Street Financial Services, we deliver personalized financial planning and investment strategies that protect and grow your wealth. Serving clients in New York, New Jersey, and Boca Raton, Florida, our fiduciary advisors specialize in retirement planning, asset allocation, and tailored solutions for individuals, families, executives, and business owners.
GROUPS
OUR SUBSIDIARIES
OUR SUBSIDIARIES
Main Street Financial Group brings together specialized firms that focus on different areas of financial planning, investment strategy, tax planning, and business advisory.
Each firm plays a distinct role, allowing clients to receive coordinated expertise across every stage of life and business. 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.
SERVICES
CORE SERVICES
CORE 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.
Wealth Management
Wealth Management
Build, manage, and protect your wealth.
• Financial planning
• Investment management
• Retirement planning
• Portfolio strategy
Business Advisory
Business Advisory
Strategic financial guidance for growing businesses.
• Fractional CFO services
• Cash-flow & forecasting
• Business valuation
• Succession planning
Tax & Accounting
Tax & Accounting
Reduce taxes and stay financially organized.
• Tax preparation & planning
• Bookkeeping & payroll
• Small business accounting
• Estate & trust tax
OUR DIFFERENTIATOR
WHY CHOOSE US
WHY CHOOSE US
Fiduciary Commitment
Fiduciary Commitment
We act in your best interest at every step.
Personalized strategies
Personalized strategies
Plans built around your goals, timeline, and risk tolerance.
Local expertise
Local expertise
Advisors experienced with financial and tax considerations in New York and Florida.
Testimonial
Testimonial
See what our Client has to Say
See what our Client has to Say
Throughout our retirement journey, Empire State Wealth Advisors Inc 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 Empire State Wealth Advisors Inc, 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.
John & Nicole
John & Nicole
As a business owner, managing my wealth and planning for future retirement always seemed like a daunting task. However, partnering with Empire State Wealth Advisors IncLLC 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 Empire State Wealth Advisors Inc 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.
Dr. J. Patel
Dr. J. Patel
As an executive, managing my stock options and executive compensation can be incredibly complex. Fortunately, Empire State Wealth Advisors Inc 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.
Empire State Wealth Advisors Inc 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.
Timothy S.
Timothy S.
Ready to Secure Your Financial Future?
Ready to Secure Your Financial Future?
Let’s create a personalized financial strategy that aligns with your goals.
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