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Main Street Research is a financial planning and investment management firm with over 30 years of experience. We offer bespoke wealth and retirement planning, asset management, lifecase estate, trust and tax guidance, and active risk management services to private and institutional investors. Our team of experts provides transparent and cost-effective investment strategies, using individual securities from around the globe. We are committed to acting as a fiduciary for our clients and aligning our fees with their results.
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