Main Street Financial

Main Street Financial LLC is a registered investment advisor established in 2001 and located in Harrison, NY. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, and other businesses. Main Street is owned and operated by Jay McNeill, who is the Owner and Chief Compliance Officer. The firm offers customized wealth management services, including comprehensive financial planning and discretionary management of investment portfolios. Main Street does not impose a minimum relationship size and manages $61,328,487 in client assets as of December 31, 2024. The firm's fee structure for wealth management services ranges from 0.50% to 1.50% based on the assets under management. Main Street does not charge performance-based fees and acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm's investment philosophy includes employing both fundamental and technical analysis to develop investment strategies for clients. Main Street emphasizes long-term investment strategies aligned with clients' financial goals. Clients have investment discretion, and the firm may buy and sell positions based on clients' goals and objectives. Main Street encourages clients to review their financial situation regularly and communicate any changes that may affect their investment plan. The firm does not accept or maintain custody of client accounts, except for the deduction of advisory fees. The firm's team includes Jay D. McNeill, CFP®, CPA, EA® as the Managing Member and Chief Compliance Officer, Charles J. Benway, CFP®, CPA as the Chief Investment Officer, and Leo L. Cunningham, CFP® as an Investment Advisor Representative. The team is committed to protecting clients' personal information and maintaining the security and confidentiality of their data. Main Street does not sell clients' non-public personal information and implements security measures to safeguard the information collected. For more information or to obtain a copy of the firm's Privacy Policy, clients can contact Main Street Financial LLC at (914) 698-8303 or via email at [email protected].