Broker Check

2296 Main Street
Stratford, CT 06615

Main Street Financial - Robert E. Dains, CPA, CFP® , CSEP

(203) 383-4411

 
Robert Dains

***** I have been named a Five Star Wealth Manager by Connecticut Magazine December, 2011 *****

I have over 25 years of financial and tax planning experience.

After graduating from Post College with a BS in Accounting, I started my accounting practice in 1983. As many clients sought my advice regarding their financial affairs, I recognized the need for unbiased and objective financial advice. I became a Certified Financial Planner in 1992. In 2005, I joined HD Vest Investment ServicesSM.

My practice has grown to focus on the total financial plan - a unique, coordinated financial & tax planning approach which aims to increase my client's net worth while lowering their taxes.

As an experienced HD Vest advisor, I provide one-on-one customized financial planning, making it possible to objectively help my clients invest their assets, plan for retirement, plan for their children and/or grandchildren's education, manage financial risks and lessen their tax burdens.

Designations

 

  • CPA - Certified Public Accountant
  • CFP® - Certified Financial Planner

 

Licenses

 

  • Series 7 and 66*
  • Life, Accident and Health Insurance

 

Memberships:

 

  • Connecticut Society of CPAs
  • American Institute of Certified Public Accountants
  • The Financial Planning Association