Wealth Management through Main Street Bank partners you with a financial advisor that can fill in the missing pieces of your financial plan. Financial Planning is no longer a do-it-yourself project. Factors that come in to play include changes in tax laws, complicated investment products and challenging legal issues. Building a solid financial plan that takes the above into account along with your family’s personal goals can be time consuming and requires knowledge and experience on a broad variety of disciplines. Having a long-term plan that provides prudent recommendations can impact the lives of your family members for generations. A properly structured plan can also help enable you to face any challenges that may occur unexpectedly.
Through our alliance with The Patriot Financial Group, we can provide access to specialists that can help you with:
Portfolio and Investment Analysis
Tax Reduction Strategies
Estate and Legacy Planning
Family Income Protection
Life, Disability, Long-Term Care Insurance
Continuity and Business Succession Planning
Retirement Plans, 401k, SEP, SIMPLE Plans
Employee Education Workshops
Meet Our Partnered Advisor
Jacob Murray, CFP® Wealth Management Advisor
Jacob’s mission is to deliver objective, strategic, and prudent advice designed to preserve, grow, and transfer your assets to help meet your goals now and as they change. He has a strong interest in financial markets and how they intersect with peoples’ lives – their shorter-term goals and ambitions, and their longer-term plans and dreams. Jacob finds it gratifying and fulfilling when he can see the results of thoughtful financial planning. As a CFP professional, Jacob has met rigorous qualifications for financial planning, including an extensive course load, thorough exams, and a commitment to the CFP Board to act in the best interests of his clients.
B.A. Economics, Hamilton College
Life happens. Changes in your life can have a ripple effect through your financial life. Being prepared is your best defense. Contact us to start edging closer to achieving your financial goals.
Connect me to a Main Street Bank partnered financial advisor.
Information sent by electronic mail is at risk of loss of confidentiality if the information is shared over the Internet. We strongly advise against sending confidential information, such as account numbers or social security numbers, by electronic mail.
Advisory services are offered through Patriot Financial Group Insurance Agency, LLC in association with Wealth Management Powered by Main Street Bank. There are no bank guarantees. Investments may lose value and are not bank deposits. Investments are not insured by any Federal Government Agency and are not FDIC insured.
CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS). Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
|Not FDIC Insured||No Bank Guarantee||May Lose Value||Not a Bank Deposit||Not Insured by Any Federal Government Agency|
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