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MainStreet Financial Group

MainStreet Financial Group

Categories

*Finance & Insurance Financial Planning/Investments

Foundational

About

MainStreet Financial has been serving Rockford and Northern Illinois for over 30 years, focusing on financial planning, retirement planning and investment management. We believe that the cornerstone to financial success is a carefully thought out financial plan, a financial map that has specific goals and uses appropriate investment tools to help you identify your financial objectives. Your needs and goals are unique and so are your investment choices. The numerous financial products in the market, along with the many different account types and plans can be complicated and challenging. Through our step by step process we will map out the path to pursue your goals and stay by your side for the entire journey. We are dedicated to providing clarity and education for our clients on the vast array of investment strategies and planning options to help produce long term investment results. MainStreet Financial Group is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser.

Membership Type

Foundational

Contacts

Jennifer Zalapi
Chief Executive Officer & Financial Advisor

Ms. Elizabeth Castillo
Director of Client Support

Jennifer Hutson
Client Services Associate & Marketing Coordinator

Ms. Biljana Kesic
Co-Director of Client Services

Ms. Judy Kunz
Chief of Financial Operations

Ryan Morris
Intern

Ms. Trinity Scholl
Director of Client Services

Mr. Mark Sullivan
Financial Consultant

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