Stein Financial Services

Lynnwood, United States

5

3 reviews

Contacts

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Telephone:
+1 425-742-6694
Website:
www.steinfinancial.com
Address:
16521 13th Ave W Ste 106, Lynnwood, WA, 98037
Nearby public transportation stops & stations:
0.3 miMartha Lake (Historic)
0.5 miAsh Way Park and Ride
0.8 miManordale (Historic)
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Today

Today –
Local time (Lynnwood) 7:44 PM Thursday, November 28, 2024

Business hours

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Tuesday –
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Friday –
Saturday –
Sunday –

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3 reviews of Stein Financial Services

No registration required
Place rating: 5
Seattle, WA
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 in regularly to keep us abreast of market conditions, but honestly knowing he has an eye on it lets us focus on the rest of life.
Place rating: 5
Queen Anne, Seattle, WA
Recently I started my own business and needed to purchase health insurance. Chris at Stein Financial Services made this complex task so easy! Chris listened to my insurance needs and sent me information from several different companies to provide me a clear idea of the cost and coverage that would be available. For follow up, Chris set up a meeting that was convenient for me and answered all of my questions and supported me with selecting the best plan for me. Chris checked in a few days after our meeting to make sure that the enrollment process had gone smoothly. I highly recommend working with Chris for your health insurance needs!
Place rating: 5
Seattle, WA
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 changing market and it is nice to know that I have a planner that understands my goals and helps me achieve them.