Stein Financial Group
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
20 Washington Ave S Ste 150, Minneapolis...Phone Number
(612) 492-0211Website
www.steinfinancialgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Stein Financial Group
Stein Financial Group specializes in wealth planning and management, helping clients invest, live, and retire confidently. With over 30 years of experience, they focus on serving government employees and offer expertise in pension plans, PERA, and retirement planning. Their Good Life Program emphasizes financial literacy and provides clients with a secure portal for transparency and ongoing support. The firm aims to empower individuals and groups to make informed financial decisions and achieve their retirement goals.Explore more
Stein Financial Group Org Chart
CM
Client Experience Specialist
AG
Financial Advisor
MG
Registered Administrative Assistant
AJ
Financial Advisor
JB
Client Services Assistant
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Stein Financial Group financials insights
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2020
Debt
$150K
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Stein Financial Group specializes in wealth planning and management, helping clients invest, live, and retire confidently. With over 30 years of experience, they focus on serving government employees and offer expertise in pension plans, PERA, and retirement planning. Their Good Life Program emphasizes financial literacy and provides clients with a... Read More
