06/09/2026
👉This is exactly why we do what we do.
Retirement planning is not just about building wealth. It is about knowing how to use it, protect it, and create a plan that supports the life you worked for.
We are grateful for reviews like this because they capture the heart of Main Financial Group: thoughtful guidance, real relationships, and a team committed to helping clients feel heard and confident.
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"I initially contacted Main Financial Group after watching a program, featuring the founder, Jordan Main appearing in an informative and clearly articulated taped presentation along with Adam Freund (who’s also a principal member of the MFG staff). They were discussing some of the pitfalls that many people my age (then 69) face as they approach and reach their retirement years. After my first consultation with Adam - in concert with another associate of the firm, Mike Fierk - I suddenly realized that I had found the caring and competent financial guidance that I had been lacking - qualified advice to help me understand HOW I should properly manage the ‘spend-down’ portion of my retirement. My previous advisors had done a great job helping me with the ‘accumulation phase’ of my retirement planning - but they were not listening to my concerns about the tax and estate planning implications of the way my retirement account had become structured. I have now been a client with Mike at Main Financial Group since January, 2026 - and would recommend this group - and these talented financial professionals without ANY reservation whatsoever."
- Steve G., Main Financial Group Client
