Our Firm

Welcome to Stein Financial Services!

At Stein Financial Services we focus on helping you grow, manage, and preserve your wealth. We have the duty and obligation to act as fiduciaries, putting your needs first.  We are a small, family-owned and operated firm.  We have been helping our clients pursue their financial goals for over 40 years.  Due to our business structure, we are able to work with clients from all life stages with $1,000,000 or more of investable assets.  So, whether you are just getting started with your financial planning, or you are ready to retire and turn your nest egg into an income stream, we can help.

Our financial services are provided through our broker dealer, Cetera Wealth Services, LLC.  Since we are an independent financial services 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.  Our insurance services are provided in the same independent manner. 

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. Thanks for being here! We appreciate your visit.