The Main Street Group

We are a financial services firm offering estate planning, investment advisory, and wealth management services. We have 3 office locations throughout VA.

We are an independent financial firm offering estate planning, investment advisory, and wealth management services. We pride ourselves on building relationships with our clients before we discuss money matters. We believe that truly understanding your dreams and goals allows us to create a suitable financial roadmap that strives to get you where you want to go. Every associate of The Main Street Group believes this simple philosophy. We believe staying true to this mission of doing what’s right for our clients has helped us become one of the premier financial firms in the South. We invite you to come get to know us, and experience The Main Street Group difference for yourself. Securities offered through Kestra Investment Services, LLC, member Member FINRA ( ( Investment Advice offered through The Main Street Group, a registered investment advisor. The Main Street Group is not affiliated with Kestra Investment Services. This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Investment Services Compliance Department at 737-443-2582.

Mission: The mission of The Main Street Group is to help our clients and their families pursue financial comfort and confidence through planning and appropriate investments. Strategies, products and performance are the visible components of an investment program. Fear and uncertainty are the unseen components that haunt every investor in some measure. Our mission at The Main Street Group is the proper management of these components, both seen and unseen, in the pursuit of financial harmony for our clients.

America Braces for Possible French Fry Shortage After Poor Potato Harvest

Poor harvest could mean that a potato shortage is on the way. Yahoo! Finance takes a closer look: (Bloomberg) -- Terms of Trade is a daily newsletter that untangles a world embroiled in trade wars. Sign up here. Potato processors are rushing to buy supplies and ship them across North America in order to keep French fries on the menu after cold, wet weather damaged crops in key producers in the U...

Year-End Tax Tip: Give Cash Gifts to Family and Friends

A article explains how you could reduce your taxable estate with year-end family gifts of cash: Imagine the look on your grandchild's face when he rips the wrapping paper off your holiday gift, opens the lid, and sees a box full of cash. That'll move you to the top of the "favorite grandparents" list pretty quickly. But giving money to family or friends can also be a smart

Catch Up Contributions Boost Your Retirement Savings | Investor's Business Daily

How much can catch-up retirement contributions help you? Take a look at this article @ How much can catch-up contributions help you? Small additional savings can compound into big retirement balances in fairly short periods of time.

News, Sports, Weather, Entertainment, Local & Lifestyle - AOL

This article at lists 5 ideas to boost the tax refund you could potentially receive in 2020: Discover the latest breaking news in the U.S. and around the world — politics, weather, entertainment, lifestyle, finance, sports and much more.

5 Personal-Finance Habits of Wealthy Entrepreneurs

What 5 personal finance habits do wealthy entrepreneurs have in common? Entrepreneur identifies them: While your balance might not be as impressive as Warren Buffet's, you can get closer by adopting these practices.

Why This Financial Expert’s Tip Can Help Protect Your Parents Against Financial Scams

Financial fraudsters are targeting women over 60. As Forbes reports, there are 3 main factors why: Older Americans are an easy target for con artists. Financial journalist Cameron Huddleston discusses the key steps that adult children need to take to protect their parent in Megan Gorman's latest article for Forbes.

Charity Is Almost Universal Among High-Income U.S. Investors

Gallup says that 97% of upper-income investors have made charitable donations this year. Discover the reasons why at Nearly all high-income investors report donating to charity in the past year. Most did so because of a strong belief in a cause or a desire to make a difference.

IRS Announces Higher Estate And Gift Tax Limits For 2020

The I.R.S. has increased the estate and gift tax exemption for 2020. Forbes has the details @ How much should you give your children and grandchildren?

What every business owner should know long before hanging a “FOR SALE” sign

An article @ Fast Company says you should ask yourself these 4 questions before you exit or sell your business: Answer these four crucial questions to ensure that your business keeps working toward your life goals

What Is Supplemental Life Insurance and Do You Need It?

TheStreet looks at the different types of supplemental life insurance, and the reasons you may want such coverage: Supplemental life insurance refers to any life insurance that you might purchase on a group basis over and above what your employer offers.

Open Enrollment Is Here: 6 Tips For Choosing A Health Insurance Plan

Shopping for a health insurance plan? NPR gives you 6 tips on how to pick one @ If you're not getting health insurance from your employer, you can still get covered. You can shop for options through or your state's marketplace. Here's how to pick a plan.

If you have these personality traits, you could be at higher risk of going broke in retirement

Does your personality affect your retirement withdrawal rate? Yes, one new study concludes. More @ MarketWatch: Plus two traits that predict slower withdrawal rates in retirement

Health Plans for Early Retirees

If you retire before you are eligible for Medicare, what are your health plan options? has an overview: Finding coverage until Medicare kicks in isn't hard, but policies can be pricey.

Wealth-care For Widows

The stress of losing a spouse calls for wealth care. Forbes notes 6 priorities for widowed spouses to address: Previously, you had the benefit of a partner to collaborate with or even handle the financial responsibilities that you may now be faced with by yourself.

Retirement plan: the 4 factors to focus on beyond your finances | Considerable

Considerable has a post on the non-financial aspects of preparing to retire. It lists 4 things to think about: When it comes to retirement planning, our thoughts usually jump straight to finances. But money is just one key factor to consider as you transition to this new life stage.

How to Create a Business Succession Plan

Thinking about selling your business, or retiring from it? Investopedia notes some succession strategy basics @ Proper business succession planning requires careful preparation, by creating a succession plan you'll help make sure the business you built thrives.

How To Lower Taxes When Tapping Retirement Funds

Forbes offers some ideas for managing the taxes linked to annual RMDs from retirement plans: The IRS requires you to withdraw money in retirement, which jacks up your taxable income. Here’s how to minimize Uncle Sam's claim to your payout.

Women are more likely than men to do this financial favor for their partner

Are women more likely to assume debt for a spouse or partner? As CNBC reports, one study says yes: A new study shows that an estimated $921 billion in debt has been acquired by Americans who have taken on debt belonging to a current or ex-partner. According to the study, women are more likely to assume responsibility over their partner's debt than men.

Why not having a succession plan can derail your business — and put your legacy at risk

Does your business have a succession strategy? As CNBC notes, every business needs to have one: Having a solid succession plan in place is crucial to ensure a seamless transition of ownership, especially when faced with the unexpected. In fact, this exit strategy should begin as early as day one. According to Rocket Lawyer, however, 72% of companies don't have one. Here are some tips to get st...

7 Behaviors That Influence Investment Returns

U.S. News has an article listing 7 behaviors that influence investor returns: Understanding common investor mistakes can help you realize higher investment returns.

4 Ways to Reduce Your Insurance Costs - suggests 4 ways to cut small business insurance costs: If you are looking for places to save money, you should look at how much you are spending on your insurance and see if you can reduce those costs.

4 Ways to Get Ready Now for Tax Season | The Motley Fool

The fall is a good time to get a head start on tax season. This article at USA TODAY offers some tips: January's coming, and there's some stuff you should really do between now and then.

The Future Of Education In Family Business Leadership And Tips To Get Started

A Forbes article offers some tips on sustaining family wealth, and family businesses: How can family offices effectively prepare future leaders to become the new custodians of the family legacy?

IRS Announces Higher 2020 Retirement Plan Contribution Limits For 401(k)s And More

The I.R.S. has raised the yearly contribution limits on retirement plans for 2020. Forbes has the details @ You can save $19,500 in your 401(k), plus another $6,500 if you’re 50 or older, for 2020.

20 Resources for Veteran Business Owners - Small Business Trends

Small Business Trends lists 20 resources for veterans who are small business owners @ Helping veterans get their business up and running is great investment all around. Here are 20 veteran business resources to check out.

What Is Cash Value Life Insurance and How Does It Work?

TheStreet explains cash value life insurance, which offers you savings potential as well as coverage: Cash value life insurance is a form of permanent life insurance in which part of the payment goes into an investment account.

Stop procrastinating and get an estate plan—here’s how to get started

This MarketWatch article lists the important reasons to have an estate strategy: Writing a will is a tough chore. Advisers offer their best strategies for helping clients to get this done.

How to Use a Supplemental Executive Retirement Plan

U.S. News takes an objective look at supplemental executive retirement plans (SERPs): Decipher the pros and cons of a SERP before setting up an account.

These 5 sources of retirement income aren't taxable

This USA TODAY article spotlights 5 potential sources of tax-free retirement income: Keep more of your money during your golden years by incorporating these into your retirement plan.

Get a Grip, Small Business Owners! 5 Tips to Help You Deal With Stress.

An Entrepreneur post shares 5 tips to help business owners cope with stress: Eliminating stress is impossible, but here are some tactics to help you cope and stay strong.

Doing this simple thing once a year can help you save more for retirement

An article @ USA TODAY notes that this is a good time to schedule an annual retirement savings checkup: It doesn't take much time, but it can give you a better chance of reaching your goals.

Why Unglamorous Entrepreneurial Opportunities Can Be Lucrative

Sometimes, successful businesses start from unglamorous ideas. An Entrepreneur post reminds us of that truth: Oftentimes, profitable business ideas are far from the most attractive.

Three Types Of Insurance Your College Student Must Have

Your child may need 3 types of insurance when heading off to college. Learn more at Forbes: You may not think that your college student needs insurance, but there are risks that you should cover when sending your child off to college.

How to Retire Early

Do you want to retire before you turn 60? This U.S. News piece mentions some possible steps toward that goal: We're not all cut out to work until our 60s.

Yes, There Is A Life Insurance Gender Gap

Men are more likely to have life insurance than women. Forbes examines this life insurance gender gap @ There is a life insurance gender gap, but what can be done about it?

[10/29/19]   The Scammers are BACK!! We've gotten these calls, too...
The latest scam is the suspended Social Security number scam.

Your phone rings -- and maybe it looks like the call is from the Social Security Administration -- and a professional-sounding voice says that your Social Security number has been suspended due to “suspicious activity.”


Social Security Numbers NEVER are suspended. Do not give the caller any personal information. No matter how helpful, professional, or nice the caller seems to be, do not continue the conversation.

Just hang up. That's all.

And, of course, if you have questions, or concerns about your REAL Social Security benefits or other plans for your financial future, give us a call. Or call the REAL Social Security Administration at 800-772-1213. You may have to wait "on hold" for a while, but the wait will be worth it for your peace of mind.

How retirees can make required minimum distributions pain free

Fall is here, and as CNBC notes, this is the time to get ready for required minimum distributions (RMDs): It's that time again, when individuals over age 70½ and those with inherited retirement accounts have to take out their annual required minimum distributions. Here's the missteps to avoid so that you're not faced with a tax penalty.

3 tax-planning hacks to make before the end of the year

What tax-smart moves could you make before 2019 ends? MarketWatch offers 3 tax tips for the fourth quarter @ Take action before it’s too late.

Old Estate Plans May Be Harmful To Your Wealth

What life events might call for an update of your estate strategy? Forbes has a list @ There are lists of reasons to update your estate plan, but here are two common planning mistakes that cost families big because they weren't addressed.

Not having long-term care insurance can be 'the single biggest devastator' of your financial plan

This CNBC article notes why extended care coverage may be vital in retirement: No one likes to think about needing long-term care. Yet the reality is that many people will at some point in their life.

4 Tips for Aspiring Women Business Owners

Here are 4 tips for women who aspire to be business owners, courtesy of Entrepreneur: Reaping deserved financial rewards requires shaking off corporate gender bias.

How financial advisors help clients manage health-care costs in retirement

Financial professionals help their clients with health-care cost management. CNBC explores how: With couples shelling out an estimated $285,000 for medical expenses after age 65, some advisors are looking closely at how their clients should best spend their health-care dollars.

Estate Planning For The Modern Family: What To Do When You’re Not The Cleavers

Times are changing. So are estate strategies. A Forbes article notes how they are evolving for modern families: Modern families require more flexible and different estate planning than traditional families. Many "standard" estate plans and documents do not address the needs of modern families.

6 Skills That Can Help You Accrue Wealth

Entrepreneur looks at some skills you can use to cultivate wealth: Prioritizing your time and developing new habits can help you earn more and save more.

Over half of Americans aren't taking this simple step to grow their wealth

How many Americans invest in the stock market? CNBC answers the question: Over half of Americans, 55%, say they are not participating in the stock market, according to a new poll from MetLife. Erin Lowry, author of the Broke Millennial, explains why so many are opting out, and what steps you can take to start investing today.

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Welcome to The Main Street Group




4510 Cox Rd, Ste 102
Glen Allen, VA

General information

We are an independent financial services firm headquartered in Richmond, VA. We also have locations in Lexington and Fairfax, VA.

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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Jeffery Holste- Financial Services Representative Jeffery Holste- Financial Services Representative
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Financial Services Representative

MassMutual Greater Richmond MassMutual Greater Richmond
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Sonabank Sonabank
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We believe in better banking, and we believe in you.

Marco LeBron "Power Loan Officer" Marco LeBron "Power Loan Officer"
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NMLS #214587 MLO 10168VA

Atlantic Real Estate Capital Atlantic Real Estate Capital
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4501 Cox Rd
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Local. Dependable. Reliable.

Sharron Crutchfield Ross - Senior Associate Sharron Crutchfield Ross - Senior Associate
140 Eastshore Dr, Ste 105
Glen Allen, 23059