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MainStreet Financial Plannning, Inc. - Odenton

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Website | (888) 897-6743
1115 Odenton Rd, Odenton, MD 21113, USA

Opening Hours:
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed


Area Served:
Within 4 miles (6.4km) of 1115 Odenton Rd, Odenton, MD 21113, USA
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Google Rating: 4.9 out of 5 stars (8 total ratings)

S Herbert
5 Star
Ana was recommended by a friend. Services from MainStreet Financial were upstanding and well thought out. They were tremendously helpful in understanding our current financial state and helping us plan for where we want to be. I would strongly recommend MainStreet Financial.
Tuesday 7th January 2025
Katherine Lee
5 Star
I couldn't be more pleased with my financial advisee. It is comforting knowing Jennifer Bush acts in my best interests, always taking the time to listen, ask probing questions and make sound recommendations. She has always been a "storehouse" of information as she has addressed my unique needs and concerns in a variety of areas over the years. I trust her advice implicitly.
Wednesday 23rd October 2024
Charlotte Schomburg
5 Star
After I retired, I needed a better understanding of how much money I had and how long it would last. Working with Anna Sergunina gave me clear answers. She helped me organize and evaluate a budget, assets, savings, and income. Anna helped me with aspects of financial planning such as reviewing insurances and starting an "emergency" savings account. I also gained valuable insights and references related to the costs of assisted living and other expenses that come with aging. I learned quite a bit working with Anna and I feel much more financially secure.
Wednesday 16th October 2024
Leslie Aaron
5 Star
I have been a client of MainStreet Financial Planning since October 2013. What brought me to MainStreet was an article written by Anna Sergunina, CFP where she laid out a compelling argument for the middle class’s need for affordable financial planning. As the middle class, we are faced with trying to save for retirement at the same time we are trying to save for our kids’ college expenses as well as trying to support our aging parents, and those competing needs create a lot of stress. I was already being “managed” by a “wealth management” firm but really didn’t feel like I knew what the plan was for all of this, so I made an appointment with Anna to see how her view differed on all of these competing needs. I was especially keen on the fact that MainStreet Financial Planning was “fee only” rather than commission-based. Anna walked me through MainStreet’s approach using their planning strategy and it encompassed all the aspects of the financial picture from A to Z, not just investments which is all that I had with the wealth management firm: goals & objectives for my retirement; budgeting, cash flow & a spending plan for all the things that I wanted to address; impact on taxes as well as tax planning & preparation; a review of insurance policies for car, house & life; an emergency fund, estate planning, a travel fund, etc. At first, it seemed overwhelming but Anna showed me what we could address now & what items could wait – not everything had to be done right away – which made it manageable. It took several weeks to pull all the information together to complete this plan, but once it was done, it became a living document that we still use today as it is updated as events change year over year. It has been an eye-opener and one of the best decisions I’ve ever made. MainStreet has several offices around the country and while we sometimes meet in DC, we most often meet via Zoom and use encrypted messaging to share information. The advisors at MainStreet Financial Planning are fee-only financial advisors and as such are generally considered fiduciary financial advisors who are legally and ethically bound to act in the best interest of their clients.
Wednesday 7th August 2024
Brian Beasley
5 Star
Fantastic service! Exactly what we were looking for in terms of a financial assessment and advice on portfolio adjustments. Very knowledgeable and engaging staff. Highly recommend!!
Saturday 2nd November 2024