You have important needs, wants, and wishes for your life, now and in the future. If you're not sure what to do, or you're not sure your current plan is the right one, it can leave you wondering: "Will I be ok?" At Stein Financial Group we believe you should be enjoying each day, doing what you want to be doing, not worrying about the future.
Find out whether we're a fit. This no obligation meeting helps us learn about you, who else is important to your planning, your financial status, and your retirement goals. We recommend a one-of-a-kind financial plan. You have unique needs and goals, and we make sure you understand the reasons behind our recommendations.
Find out whether we're a fit. This no obligation meeting helps us learn about you, who else is important to your planning, your financial status, and your retirement goals. We recommend a one-of-a-kind financial plan. You have unique needs and goals, and we make sure you understand the reasons behind our recommendations.
Services
At Stein Financial Group, we develop lasting relationships with individuals and employers by understanding their long-term goals and by providing individually-tailored solutions. This mission drives Stein Financial Group today as a leader in the financial services industry. Our team will help you navigate through decisions and help you prepare for the future.
Jeffery Stein has spent the last three decades in the financial services industry working with employer-sponsored plans and individuals. With his effective, transparent approach to financial planning, he has earned esteem and recognition within the financial services industry.
His honors include membership in the Million Dollar Roundtable***, a premier international association of financial professionals, as well as previous chairmanships of the Voya Field Advisory Board and Aetna Million Dollar Roundtable Group.He has been a member of the "Top of the Table", Million Dollar Roundtable's most productive professionals in sales for over two decades.
His honors include membership in the Million Dollar Roundtable***, a premier international association of financial professionals, as well as previous chairmanships of the Voya Field Advisory Board and Aetna Million Dollar Roundtable Group.He has been a member of the "Top of the Table", Million Dollar Roundtable's most productive professionals in sales for over two decades.
Stein Financial Group provides holistic retirement consulting services to Plan Sponsors and plan participants. We are dedicated to providing guidance to help with your fiduciary responsibility and the service necessary to develop an ongoing, quality plan for your organization. We believe that you should only pay for what we do.
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