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Stein Wealth Advisors
- Investment Service
- Canonsburg, PA
About this business
Financial planning is a journey that never ends and may help our clients fulfill a sense of financial confidence, manage their ever-changing life goals, and often, pursue their life dreams. Our dynamic journey as husband and wife financial planners began in 2005 and continues to set us apart from the status quo. We set out to break down barriers in the financial planning industry and dreamed that we could change the way that people view and engage with their financial advisors. While our profession is serious and complex, ... read more
Location details
1700 Ashwood Drive, Suite 1701, Canonsburg, PA, 15317, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Stein Wealth has been a true joy to work with in developing our retirement and investment portfolio. Melissa, Josh and the entire staff are professional, friendly and more than willing to answer any questions or concerns about our current and future investments. We have recommended Stein Wealth to family and friends and will continue to seek their advice and opinions on all topics related to our portfolio. 5 Stars!
Where to start, Josh and Melissa are 2 of the hardest working and trustworthy people you'll ever meet! From the moment you meet them, you'll immediately know they have your best interest at heart and are truly there to help you. In a situation where they are holding you're future in their hands, you'll sleep better at night knowing they have your back at Stein Wealth Management.
The staff at Stein Wealth are always ready to help with any needs we have. They have always treated us like family not just another client. All of the interaction we have had has been more than we expected from a financial and personal standpoint. We consider everyone at Stein Wealth as an extended family and true friends.
Highly recommend Stein Wealth. Josh has a great way of putting others before himself, while maintaining a high level of focus and attention to detail. Wouldn't trust anyone else with my financial investments.
Stein Wealth Advisors is the best in the business. Each portfolio they build for their customers is tailored precisely and carefully. I could not recommend them more!
Frequently asked questions about Stein Wealth Advisors
How is Stein Wealth Advisors rated?
Stein Wealth Advisors has a 5 star rating with 18 reviews.
When is Stein Wealth Advisors open?
Stein Wealth Advisors is closed now. It will open on Monday at 9:00 a.m.