MainStreet Financial Planning, Inc - Los Gatos, California

MainStreet Financial Planning, Inc. is a renowned financial planning company located at 236 N Santa Cruz Ave # 237, Los Gatos, CA 95030. With a phone number of 888-897-6743, the company can be easily reached for any inquiries or assistance needed. Their website, mainstreetplanning.com, provides detailed information about their services and expertise.

The company specializes in financial planning, helping clients achieve their financial goals through personalized strategies and comprehensive guidance. They offer a range of services, including online appointments, onsite services, language assistance, and accessibility for those with disabilities, with wheelchair accessible entrance, parking lot, and restroom facilities available.

With a strong reputation and a commitment to client satisfaction, MainStreet Financial Planning, Inc. has garnered 6 reviews on Google My Business, resulting in an impressive average rating of 5/5. Clients praise the company for its exceptional service, expertise, and personalized approach to financial planning.

For those seeking a reliable and experienced financial planning company, MainStreet Financial Planning, Inc. is highly recommended. Their dedication to helping clients achieve their financial goals, coupled with their commitment to accessibility and excellent service, sets them apart in the industry. To learn more about their services or to schedule an appointment, visit their website or contact them directly at the provided phone number.

👍 Reviews of MainStreet Financial Planning, Inc

Tim A. J. M.

5/5

We highly recommend Jennifer Bush and the entire team! I was looking for a Company that could help us with retirement planning and sound Business advice. We have gained so much insight and peace of mind, as we move closer to retirement! There are so many decisions that need to be made and having Jennifer to bounce ideas off of, has been extremely helpful and eye opening! We have had previous planners over the years, but we were disappointed with the service and lack of integrity. Jennifer genuinely cares about the people she helps navigate through the complex road to retirement. Jennifer is very detail oriented, pro active and makes a clear and concise plan that you can understand and implement. Jennifer is easy to talk with, she has a sense of humor and also stays on point! She understands how important it is to plan ahead for the future. It has been so rewarding to work with Mainstreet Financial Planning! We are so grateful to finally find someone that we can trust to have our best interests at heart! Thank you!

Fran G.

5/5

MainStreet has been so amazing and allows me to be where I am today with as much financial freedom as I have. A devastating divorce 25 years ago left me in financial ruin. Without MainStreet's guidance, I would still be struggling. Vida Jatulis is guiding me through every step of my financial present and future. She is patient, thorough, asks great questions, follows through and does not consider my questions and naivety with financial matters to be beyond her time and expertise. I need hand-holding, as money was always left up to my ex-husband, which unfortunately left me unawares after the divorce. All the individuals at MainStreet over the years have been top-notch and my partners in my financial journey. I read a small article about this company in Money Magazine and picked up the phone and called them and have never had a moment's regret.
My highest recommendation for Vida Jatulis at MainStreet. She is a star and an excellent example of the incredible talent assembled at MainStreet Financial Planning.

Chuck H.

5/5

Anna and her team have been wonderful to work with. She worked with us to understand our financial situation along with our current and future needs / wants. She helped us shift through options and created a plan that made sense to us. We are now managing to that plan, but keeping in touch with her to monitor progress and make decisions. She and MainStreet Financial Planning are highly recommended.

Carol M.

5/5

I’ve been working with Main Street for several years now. First with Anna and now Jennifer, both were instrumental helping me plan for my retirement. They gave me the confidence to make financial decisions, such as purchasing a camper van, traveling, and in general help make my dreams become reality. I am retired now. I am living comfortably knowing that I am financially secure and that I am going to be ok. Thank you Main Street Financial.

Sean B.

5/5

HIGHLY recommend MainStreet Financial Planning. We worked with Vida and she was super engaged, detail oriented, and seemed to genuinely care about us, our goals and working with us to help achieve them. I have recommended them to multiple friends. 5 STARS!!!

Tom S.

5/5

Working with Main Street was an excellent decision for my wife and I. They took the time to understand our financial situation and our hopes for the future and then showed us several ways to achieve our goals. And their whole team was a delight to work with.