Main Street Planning Group Email Format

InsuranceNew York, United States2-10 Employees

Main Street Planning Group is a small insurance brokerage founded in 2009 by Neil Himmelstein and based in Center Moriches, New York. It operates as a full-service firm aimed at meeting the needs of agencies, agents, and clients with a broad set of life insurance and annuity options intended to protect assets and support savings. The company emphasizes a vendor-agnostic approach, selecting products from multiple carriers to tailor solutions to each client's circumstances. Central to its operations is a formal Code built around four principles: Choice, Organization, Direction, and Education that guide how it conducts business.

Main Street Planning Group maintains a wide professional network that includes attorneys, CPAs, bankers, real estate professionals, and other financial planning specialists, with a focus on ongoing collaboration. It has established a digital education program to keep its associates up to date on evolving economic conditions. The firm prioritizes understanding a client's financial situation and goals at the outset, using that understanding to develop and clearly communicate a plan. With more than a decade of practice, the firm maintains a steady focus on advising clients within the insurance field.

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