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...
Stein Financial Services
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16521 13th Ave W Ste 106
Lynnwood, WA 98037
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 reviewsLauren 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!
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...
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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