Stein Financial Services

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

16521 13th Ave W Ste 106, Lynnwood, Wash...

Phone Number

(425) 742-6694

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Stein Financial Services

Stein Financial Services, located in Lynnwood, WA, offers a range of financial services including investments, insurance, rollovers, IRAs, and financial planning. The firm aims to assist clients in understanding investment concepts, insurance, retirement, estate planning, and wealth preservation. Their target clients include individuals seeking to proactively manage their financial futures with the help of skilled professionals. Stein Financial Services provides various resources such as newsletters, articles, and calculators to support clients in achieving their financial goals.Explore more
Stein Financial Services's Social MediaPopular SearchesStein Financial Servicessteinfinancial.comStein Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stein Financial Services

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
ND
Nick DepnerFinancial Advisor
<$5M
1-10
Private
-
2016
KA
Khadija AshrafTeam Lead Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RB
Ryan BoudreauFinancial Professional
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Stein Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stein Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stein Financial Services.

Stein Financial Services Tech Stack

A closer look at the technologies used by Stein Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Stein Financial Services

What is Stein Financial Services's official website?
Stein Financial Services's official website is www.steinfinancial.com
What is Stein Financial Services's Revenue?
Stein Financial Services's revenue is <$5 Million
What is Stein Financial Services's SIC code?
Stein Financial Services's SIC: 62,628
What is Stein Financial Services's NAICS code?
Stein Financial Services's NAICS: 52,523
How many employees does Stein Financial Services have?
Stein Financial Services has 1-10 employees
What industry does Stein Financial Services belong to?
Stein Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Stein Financial Services competition?
Stein Financial Services top competitors include: Mani Financial Services, Titan Wealth Management, Boudreau Financial Group, Etzel Financial Resources
What technology does Stein Financial Services use?
Some of the popular technologies that Stein Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Microsoft 365, Google Tag Manager
How do I contact Stein Financial Services?
Stein Financial Services contact info: Phone number: (425) 742-6694 Website: www.steinfinancial.com
What does Stein Financial Services do?

Stein Financial Services, located in Lynnwood, WA, offers a range of financial services including investments, insurance, rollovers, IRAs, and financial planning. The firm aims to assist clients in understanding investment concepts, insurance, retirement, estate planning, and wealth preservation. Their target clients include individuals seeking to... proactively manage their financial futures with the help of skilled professionals. Stein Financial Services provides various resources such as newsletters, articles, and calculators to support clients in achieving their financial goals.Read More

What are Stein Financial Services social media links?
Stein Financial Services Linkedin page
Is Stein Financial Services a public company?
Stein Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Stein Financial Services

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