YOUR FINANCIAL PLANNING TEAM
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. We take pride in our strong client relationships, and our record shows it: many of our client relationships are 30 years old and counting.
At Stein Financial Group, we listen, recommend solutions, and work with you to develop a customized plan to help provide you with the greatest opportunity for success.
Many team members have been with Stein Financial Group for more than 20 years, earning numerous awards. Let us put our knowledge and experience to work for you and help you plan for the good life.
HISTORY OF STEIN FINANCIAL GROUP
In 1986, Jeffery Stein joined the independent financial firm of Howard Zimmerman,who had a client base in the Twin Cities area. Upon Mr. Zimmerman’s retirement in 1999, Jeffery reorganized the practice as Stein Financial Group, a full-service financial services firm.