MainStreet Financial Planning - Washington

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1775 E St NW Ste 1150
Washington, DC 20006

MainStreet Financial Planning, located in Washington, DC, specializes in helping busy families make informed financial decisions through comprehensive financial planning and tax preparation services. The firm offers a range of solutions, including spending plans, retirement planning, and special situation planning, all without selling financial products or investment management.

With a focus on empowering clients to navigate their financial journeys, MainStreet Financial Planning provides resources such as financial wellness workshops and a Money Library. Their commitment to client education is evident through offerings like the free Tax Planning Check-Up, aimed at helping individuals legally minimize their tax liabilities.

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5.03 reviews
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Richard C.
7/2/2019

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time, we have been totally satisfied with the financial advice and accessibility of Anna and her team....

Terry C.
5/4/2023

Edit: I just wanted to add that Mainstreet offers even more extensive services than what I utilized. They also offer "navigation support," where you meet with your advisor on a routine schedule to...

Ann B.
8/8/2020

I have enjoyed and profited from working with Jim Ludwick and Anna Sergunina for nearly 20 years. They always take the time to explain everything to me so I'm involved in the strategy and...

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