Question 1

What is the main focus of Main Avenue Financial Services?

Accepted Answer

Main Avenue Financial Services is dedicated to providing competent, objective advice for retirement planning, regardless of a client's income or asset size. They specialize in creating personalized financial plans that are easy to understand and implement.

Question 2

What makes Main Avenue Financial Services different?

Accepted Answer

Main Avenue Financial Services is a fee-only firm, which means they do not earn any compensation based on financial planning transactions. They are also not affiliated with any commission-earning firms such as banks, broker-dealers, or insurance companies. As a fiduciary, they are legally required to always act in the best interest of their clients.

Question 3

What are the states where Main Avenue Financial Services is registered as a Registered Investment Advisor?

Accepted Answer

Main Avenue Financial Services is a Registered Investment Advisor firm in the states of Oregon, Washington, and Arizona. Before conducting any advisory work outside of these states, they would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Question 4

What services does Main Avenue Financial Services provide?

Accepted Answer

Main Avenue Financial Services offers financial planning, investment management, and retirement planning services. They are dedicated to providing competent, objective advice and creating personalized financial plans that are easy to understand and implement.

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Frequently Asked Questions about Main Avenue Financial Services

What is the main focus of Main Avenue Financial Services?

What makes Main Avenue Financial Services different?

What are the states where Main Avenue Financial Services is registered as a Registered Investment Advisor?

What services does Main Avenue Financial Services provide?

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