Business Details
27 Years
experience
Your Trusted Partner for Financial Advisory Services in Harrison, NY
Main Street Financial was founded in 1999 with a mission to provide personalized financial guidance that prioritizes client needs over sales-driven agendas. Our team of certified professionals integrates tax preparation, financial planning, investment management, and estate planning to create holistic strategies tailored to individual goals. We distinguish ourselves through a fiduciary commitment to objectivity, leveraging advanced tools and decades of combined experience to navigate complex financial landscapes.Our approach emphasizes long-term relationships, proactive tax strategies, and transparent communication to help clients achieve security and growth. With a focus on both Wall Street expertise and Main Street values, we serve as trusted partners in managing wealth across generations.
Services
Tax Preparation
Tax Planning
Financial Planning
Investment Management
Estate Planning
Details
- Year established: 1999
Highlights and features
- We operate as fee-only fiduciaries with no product sales incentives
- Our team holds multiple CFP, CPA, and EA certifications
- We integrate tax, investment, and estate planning under one roof
- Proactive approach to evolving tax law changes and market conditions
- Personalized strategies tailored to individual risk tolerance and goals
Services
Tax Preparation
We prepare accurate, optimized tax returns using advanced software for individuals and businesses. Our team handles simple to complex filings while ensuring compliance with current regulations. Proactive review of deductions and credits maximizes refunds and minimizes liability through strategic documentation analysis.
Tax Planning
Our proactive tax planning identifies legal savings opportunities aligned with financial goals. We analyze income streams, investments, and business structures to reduce liabilities across changing tax environments. Customized strategies address retirement, education funding, and intergenerational wealth transfer considerations.
Investment Management
We create diversified portfolios based on risk tolerance, time horizons, and financial objectives. Ongoing monitoring combines market research with tax-efficient adjustments. As fiduciaries, we prioritize client interests without commission-driven product sales, ensuring objective investment decisions.
Estate Planning
Our estate planning coordinates with legal counsel to protect assets and minimize tax exposure. We develop strategies for probate avoidance, charitable giving, and family wealth transfer. Comprehensive plans address trust structures, beneficiary designations, and succession planning for business owners.
Financial Planning
We develop holistic financial roadmaps covering retirement, education funding, and major purchases. Analysis includes cash flow management, insurance needs, and investment alignment. Regular reviews track progress toward long-term goals while adapting to life changes and market conditions.
People
Jay McNeill
Managing Member
CPA, CFP, and EA with over 20 years of experience in financial planning and tax strategy. Leads firm operations while maintaining direct client relationships. Specializes in complex tax situations and investment portfolio management.
Beni Dedvukaj
Tax Manager
CPA overseeing tax compliance and planning services. Focuses on maximizing deductions for high-net-worth individuals and small businesses. Provides year-round tax strategy consultation to minimize liabilities.
Charles Benway
Chief Investment Officer
CFP and CPA managing investment strategies with emphasis on risk-adjusted returns. Develops diversified portfolios aligned with client goals. Oversees market analysis and asset allocation decisions for institutional and individual accounts.
Frank LaRusso
Tax Specialist
CPA specializing in business tax planning and compliance. Advises entrepreneurs on entity selection, payroll tax matters, and cash flow optimization. Provides representation during IRS audits and tax dispute resolution.
Leo Cunningham
Financial Advisor
CFP creating comprehensive financial plans for families and professionals. Focuses on retirement income strategies, education savings, and risk management through insurance solutions. Conducts regular portfolio reviews with clients.
Questions
What services does Main Street Financial offer?
We provide tax preparation, financial planning, investment management, tax planning, and estate planning services tailored to individual client needs.
How are you different from other financial firms?
As fee-only fiduciaries, we prioritize client interests without commission incentives. Our integrated approach combines tax, investment, and estate planning expertise under one roof.
Are you legally required to act in my best interest?
Yes, we operate as registered investment advisers and Certified Financial Planners, legally obligated to act as fiduciaries in all client relationships.
Do you work with out-of-state clients?
While based in New York, we serve clients nationwide through virtual consultations and digital document management systems.
How often do you review investment portfolios?
We conduct quarterly performance reviews and annual comprehensive strategy sessions, with additional check-ins available for significant market or personal changes.
