Main Street Financial Solutions, LLC

Main Street Financial Solutions, LLC is a registered investment adviser offering financial planning, consultation, and investment management services. The firm was established in New Jersey in June 2002 and later domiciled in Pennsylvania in January 2018. The principal owner is Brett Danko, and the firm was registered as an investment adviser in 2009. Main Street Financial Solutions manages over $2.4 billion in regulatory assets under management, with both discretionary and non-discretionary management options available. For financial planning services, the firm offers a broad range of services, including cash flow planning, asset allocation, retirement planning, and more. Clients have discretion over decisions and are not obligated to act on recommendations. Investment management services primarily involve allocating client assets among various mutual funds, ETFs, individual securities, and options based on client objectives and risk tolerance. The firm recommends the use of Charles Schwab & Co., Fidelity, SEI, and Pershing as custodians for client accounts. Main Street Financial Solutions receives support services from these custodians, including access to investment products, research, and technology. The firm may aggregate client trades for best execution and may receive economic benefits from custodians for maintaining client assets with them. Main Street Financial Solutions does not provide legal or tax advice and does not vote on proxy issues for client securities. The firm does not have any disciplinary events, and clients are encouraged to review account statements from custodians and reports from the firm. The firm does not disclose financial information as it does not solicit prepayments exceeding $1,200 or have financial conditions impairing client commitments.