Main Street Wealth Management - Liverpool (NY)

Estelle McCumber Nice to do business with

Philip Fardig I am very satisfied with the honest Integrity, Knowledge and Friendly Personality, easy to work and relate too, I am confident and at peace knowing my familys financial planning is completely covered for the next chapter in life.

Tracy Reynolds They were extremely helpful in my planning for retirement and future. I also loved the beautiful flowers at the entrance and the woodwork inside. I definitely recommend their service

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.