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Stein Financial Group

  1. Central Minneapolis
  2. Minneapolis Finance

Reviews, get directions and contact details for Stein Financial Group

"Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.orgThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state."
Address: 100 S Washington Ave # 1700, Minneapolis, MN 55401, USA
Phone: (612) 492-0211
State: Minnesota
Zip Code: 55401


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Reviews
Stein Wealth has been a true joy to work with in developing our retirement and investment portfolio. Melissa, Josh and the entire staff are professional, friendly and more than willing to answer any questions or concerns about our current and future investments. We have recommended Stein Wealth to family and friends and will continue to seek their advice and opinions on all topics related to our portfolio. 5 Stars!
Words cannot describe how helpful and informative Josh has been throughout my investment journey! He is always there to answer any questions I have and his office is always super responsive for any day to day requests. If your looking for a financial advisor, look no further than Stein Wealth Advisors! 10/10
Where to start, Josh and Melissa are 2 of the hardest working and trustworthy people you'll ever meet! From the moment you meet them, you'll immediately know they have your best interest at heart and are truly there to help you. In a situation where they are holding you're future in their hands, you'll sleep better at night knowing they have your back at Stein Wealth Management.
The staff at Stein Wealth are always ready to help with any needs we have. They have always treated us like family not just another client. All of the interaction we have had has been more than we expected from a financial and personal standpoint. We consider everyone at Stein Wealth as an extended family and true friends.
Highly recommend Stein Wealth. Josh has a great way of putting others before himself, while maintaining a high level of focus and attention to detail. Wouldn't trust anyone else with my financial investments.
Stein Wealth Advisors is the best in the business. Each portfolio they build for their customers is tailored precisely and carefully. I could not recommend them more!
Been a client of Josh and Melissa for over a decade now. Service, knowledge, expertise, and guidance is everything and more than you’d expect from a professional of their caliber. I trust them with every big decision I make.
Josh is extremely professional and responsive. He stays on top of things and makes sure his clients are receiving the service they deserve. 10 out of 10 from me.
Great firm. Smart advisors. Very personable and they really seem to care about their clients. I highly recommend them!
Joe is awesome to work with, extremely knowledgeable. I'm very happy that we are with him.
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