s financial future.
WHO WE ARE
Meet the people behind the plan.Led by Branden Sacks and Erik Kalfus—both CERTIFIED FINANCIAL PLANNER® professionals and Chartered Special Needs Consultants®—our tea
COLLABORATIVE WEALTH ADVISORY. INVESTMENT ADVISORY SERVICES OFFERED THROUGH MAIN STREET FINANCIAL SOLUTIONS, LLC, provides professional accounting and tax servi
COLLABORATIVE WEALTH ADVISORY. INVESTMENT ADVISORY SERVICES OFFERED THROUGH MAIN STREET FINANCIAL SOLUTIONS, LLC, has been providing professional accounting and tax services to individuals and businesses.
The firm is dedicated to delivering high-quality, personalized financial solutions tailored to each client's unique needs. Services include tax preparation, bookkeeping, payroll processing, and comprehensive business consulting.
CPA firm
Family-owned and operated
Personalized service
Services
Review
Professional review services tailored to your needs.
Professional ServicePersonalized Approach
Estate Planning
Professional estate planning services tailored to your needs.
Professional ServicePersonalized Approach
Retirement Planning
Professional retirement planning services tailored to your needs.
Professional ServicePersonalized Approach
Financial Planning
Professional financial planning services tailored to your needs.
Professional ServicePersonalized Approach
Credentials & Certifications
Certified Public Accountant
Enrolled Agent
Frequently Asked Questions
What services does COLLABORATIVE WEALTH ADVISORY. INVESTMENT ADVISORY SERVICES OFFERED THROUGH MAIN STREET FINANCIAL SOLUTIONS, LLC, offer? +
COLLABORATIVE WEALTH ADVISORY. INVESTMENT ADVISORY SERVICES OFFERED THROUGH MAIN STREET FINANCIAL SOLUTIONS, LLC, offers professional tax, accounting, and bookkeeping services.
How long has COLLABORATIVE WEALTH ADVISORY. INVESTMENT ADVISORY SERVICES OFFERED THROUGH MAIN STREET FINANCIAL SOLUTIONS, LLC, been in business? +
With many years of experience serving the community, we pride ourselves on our professional expertise and personalized service.
Do you offer virtual or online services? +
We offer flexible service options to meet your needs. Please contact us to discuss available service delivery methods.
