Market Street Financial Group Employee Directory
Financial ServicesUnited States2-10 Employees
Market Street Financial Group is a small financial services firm based in the United States. Founded in 1992, it has evolved from a straightforward provider into a more integrated practice aimed at making clients’ financial lives simpler. Its service mix includes investments, tax preparation and planning, estate and legal planning, and insurance for home, auto, and Medicare, with the objective of meeting most financial needs in one place. Estate planning and other legal services are provided on-site by an independently contracted attorney, while the financial and tax advisors are not attorneys and do not provide legal services. The firm relies on registered representatives to offer securities through USA Financial Securities, while Market Street Wealth Management operates as a registered investment adviser; Market Street Financial Group and its related services are not affiliated with USA Financial Securities.