At Stein Financial Services we specialize in growing, managing, and preserving wealth. We are a small, family-owned and operated company. We have been helping our clients pursue their financial goals for over 30 years. We have hundreds of clients in the greater Seatlle area and many throughout the country. Due to our business structure, we are able to work with clients of all ages and all life stages. So, whether you are just getting started with your financial planning, or you are ready to stop working and turn your nest egg into an income stream, we can help. Our financial services are provided through our broker dealer, ING Financial Partners, INC. ince we are an independently operated financial firm, we are free to utilize and recommend the products of many different investment companies from around the country and are not tied to any one product or company. ur insurance services are provided in the same independent manner. We are affiliated with many different life insurance companies, and all of the local health insurance companies, so that we can be sure our clients are receiving the best products at the best prices. From our site you can gather current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, and send us any messages or questions. You can also stay up-to-date on relevant financial topics through our online Newsletter and various financial Articles.
View Top Employees from Stein Financial ServicesWebsite | http://www.steinfinancial.com |
Revenue | $11 million |
Employees | View employees |
Address | 16521 13th Ave W, #106, Lynnwood, Washington 98037, US |
Phone | (425) 742-6694 |
Fax | (425) 745-1289 |
Industry | Brokerage, Finance |
Competitors | BBM Financial Services, Inc., Cashman Consulting, Independent Wealth Connections |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Stein Financial Services employee's phone or email?
The Stein Financial Services annual revenue was $11 million in 2023.
Stein Financial Services is based in Lynnwood, Washington.
The NAICS codes for Stein Financial Services are [5239, 52393, 52, 523].
The SIC codes for Stein Financial Services are [62, 628].