MainStreet Financial Planning, Inc - Los Gatos, California

Address: 236 N Santa Cruz Ave # 237, Los Gatos, CA 95030.
Phone: 8888976743.
Website: mainstreetplanning.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of MainStreet Financial Planning, Inc

☎️8888976743

⏰ Open Hours of MainStreet Financial Planning, Inc

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

MainStreet Financial Planning, Inc. is a financial planning company located at Address: 236 N Santa Cruz Ave # 237, Los Gatos, CA 95030. They can be reached by phone at 8888976743 or through their website: mainstreetplanning.com.

This company specializes in financial planning and offers a wide range of services to assist their clients. They provide online appointments, onsite services, and language assistance to ensure that their clients have a convenient and accessible experience. Additionally, MainStreet Financial Planning, Inc. has wheelchair accessible entrance, parking lot, and restroom, making it easy for people with mobility challenges to visit their location.

One of the standout features of MainStreet Financial Planning, Inc. is their highly rated customer service. They have received 6 reviews on Google My Business, with an average rating of 5/5. This is a testament to the company's commitment to providing exceptional service and building strong relationships with their clients.

If you are looking for a financial planner, MainStreet Financial Planning, Inc. is an excellent choice. They offer a variety of services, have a convenient location, and have received rave reviews from their clients. To learn more about the company and to schedule an appointment, visit their website at mainstreetplanning.com. It is highly recommended to contact them through their website for any inquiries or to set up an appointment.

👍 Reviews of MainStreet Financial Planning, Inc

MainStreet Financial Planning, Inc - Los Gatos, California

Fran Greene

5/5

MainStreet has been so amazing and allows me to be where I am today with as much financial freedom as I have. A devastating divorce 25 years ago left me in financial ruin. Without MainStreet's guidance, I would still be struggling. Vida Jatulis is guiding me through every step of my financial present and future. She is patient, thorough, asks great questions, follows through and does not consider my questions and naivety with financial matters to be beyond her time and expertise. I need hand-holding, as money was always left up to my ex-husband, which unfortunately left me unawares after the divorce. All the individuals at MainStreet over the years have been top-notch and my partners in my financial journey. I read a small article about this company in Money Magazine and picked up the phone and called them and have never had a moment's regret.
My highest recommendation for Vida Jatulis at MainStreet. She is a star and an excellent example of the incredible talent assembled at MainStreet Financial Planning.

Tim and Joanna Moore

5/5

We highly recommend Jennifer Bush and the entire team! I was looking for a Company that could help us with retirement planning and sound Business advice. We have gained so much insight and peace of mind, as we move closer to retirement! There are so many decisions that need to be made and having Jennifer to bounce ideas off of, has been extremely helpful and eye opening! We have had previous planners over the years, but we were disappointed with the service and lack of integrity. Jennifer genuinely cares about the people she helps navigate through the complex road to retirement. Jennifer is very detail oriented, pro active and makes a clear and concise plan that you can understand and implement. Jennifer is easy to talk with, she has a sense of humor and also stays on point! She understands how important it is to plan ahead for the future. It has been so rewarding to work with Mainstreet Financial Planning! We are so grateful to finally find someone that we can trust to have our best interests at heart! Thank you!

Chuck Henderson

5/5

Anna and her team have been wonderful to work with. She worked with us to understand our financial situation along with our current and future needs / wants. She helped us shift through options and created a plan that made sense to us. We are now managing to that plan, but keeping in touch with her to monitor progress and make decisions. She and MainStreet Financial Planning are highly recommended.

Carol M

5/5

I’ve been working with Main Street for several years now. First with Anna and now Jennifer, both were instrumental helping me plan for my retirement. They gave me the confidence to make financial decisions, such as purchasing a camper van, traveling, and in general help make my dreams become reality. I am retired now. I am living comfortably knowing that I am financially secure and that I am going to be ok. Thank you Main Street Financial.

Sean Besser

5/5

HIGHLY recommend MainStreet Financial Planning. We worked with Vida and she was super engaged, detail oriented, and seemed to genuinely care about us, our goals and working with us to help achieve them. I have recommended them to multiple friends. 5 STARS!!!

Tom Scarpino

5/5

Working with Main Street was an excellent decision for my wife and I. They took the time to understand our financial situation and our hopes for the future and then showed us several ways to achieve our goals. And their whole team was a delight to work with.