Yoanna Lineberry's Contact Details

Yoanna Lineberry's Company Details

Maine Streets Securities

New York, NY, us • 20 - 49 Employees
Financial Services

Maine Streets Securities' wealth management referral services extend well beyond traditional portfolio management. With a continuing focus on core intergenerational wealth creation and growth, our expansive network or globally positioned, third-party licensed professionals, allows us to offer a comprehensive slate of services unmatched by our competitors. These services are comprised of asset selection, investment management, estate and tax planning, education, retirement planning, philanthropy, and accounting and legal guidance. We will refer our clients to the best financial professionals to sere their needs. Our global database provides for the most comprehensive list of the most experienced advisors capable of addressing all of our clients multigenerational needs.The prototypical Maine Streets Securities wealth management plan features include:- Referral to a highly trained third-party licensed wealth management advisor.- Direct ownership of investment assets, which eliminates intermediaries and fund management costs that can reduce returns.- More flexibility to adjust asset allocations as a function of changing risks and a need for greater diversification.- High-touch management by third-party licensed investment advisors that are fully attuned to a client's goals and needs and all of whom are regionally compliant but have a global perspective.- Tax-efficient advice (through our licensed independent tax consultants) that seeks to preserve and grow a client's wealth with a long-term goal of creating a legacy for the client's family.- Independent, conflict-free recommendations from third-party consultants who are not compensated for the recommendations of certain products over others.- Innovative and bespoke solutions to unique client situations and strategies for rapid liquidity as needs for cash arise.