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 planning firm.
YOUR OUTSOURCED CFO TEAM
At Stein Financial Group, we develop lasting relationships with individuals and families by understanding their long-term goals and by providing individually-tailored solutions. This mission drives Stein Financial Group to be the best financial advisors to our fellow Minnesotans.
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.