Stein Financial Services

4 reviews

16521 13th Ave W Ste 106

Lynnwood, WA 98037

http://www.steinfinancial.com

Stein Financial Services is a reputable financial firm based in Lynnwood, WA, specializing in providing a range of financial planning and investment services to individuals and businesses.

With a focus on personalized strategies and expert guidance, Stein Financial Services aims to help clients navigate the complexities of financial management and achieve their long-term goals.

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Reviews

3.04 reviews

Eric C.

3/6/2013

I've been using Chris at Stein Financial Services for 5 years. I get quarterly updates and meetings if I choose so that we can look at my portfolio and rebalance if necessary. It is a constantly...

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Lauren M.

1/19/2009

AWFUL service, owner hung up on me after our business was about to renew with them b/c I told him we wanted to shop rates! Unprofessional attitude! Don't trust this firm with your insurance or money!

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Koen S.

3/17/2013

Chris at Stein Financial is great to work with. He is very trustworthy and has obviously taken our financial goals to be his personal mission. Since starting work with him 3-4 years ago, he checks...

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jeremy s.

11/5/2009

Having worked with this company for the last year, I can strongly recommend you do not. They do not return phone calls, do not give good advice, are rude, and don't seem to care at all about...

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Ameriprise Financial

Ameriprise Financial in Everett, WA offers personalized financial advisory services with a focus on intergenerational planning, retirement strategies, and education savings. With over 27 years of experience, their advisor, Deane Allen Cook, provides tailored recommendations for a diversified portfolio and solutions to protect clients from uncertainty. Deane Allen Cook holds multiple securities and insurance licenses, along with prestigious certifications such as AAMS, ADPA, and AIF, demonstrating a commitment to comprehensive knowledge and ethical practices in asset management and financial planning. Clients can expect regular meetings, anytime access to investments, and expert guidance to help them achieve their financial goals.Generated from the website