Weinstein Financial Group - Middletown, Ohio

Address: 304 S Breiel Blvd, Middletown, OH 45044.
Phone: 8006001616.
Website: weinsteinfinancialgroup.com
Specialties: Financial planner, Financial institution.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Weinstein Financial Group

Weinstein Financial Group 304 S Breiel Blvd, Middletown, OH 45044

☎️8006001616

⏰ Open Hours of Weinstein Financial Group

Monday: 10 AM–5 PM
Tuesday: 10 AM–5 PM
Wednesday: 10 AM–5 PM
Thursday: 10 AM–5 PM
Friday: 10 AM–5 PM
Saturday: Closed
Sunday: Closed

Weinstein Financial Group

Una empresa financiera con sede en Middletown, Ohio, que ofrece servicios de planificación financiera y asesoramiento a individuos y empresas.

Características y servicios

Los servicios ofrecidos por Weinstein Financial Group incluyen:

Planificación financiera personalizada
Asesoramiento de inversiones
Creación de planes de ahorro
Asesoramiento de impuestos

Ubicación y contacto

Dirección:
304 S Breiel Blvd, Middletown, OH 45044

Teléfono:800-600-1616

Website:weinsteinfinancialgroup.com

Otras características de la empresa

La empresa tiene una entrada accesible para sillas de ruedas, un estacionamiento accesible para sillas de ruedas y un baño accesible para sillas de ruedas.

Opiniones y calificaciones

Esta empresa ha recebido una calificación promedio de 5/5 en Google My Business, lo que indica una alta satisfacción entre los clientes.

Los clientes destacan la profesionalidad y personalidad de los asesores, así como su capacidad para educar y guiar a los clientes hacia el éxito financiero.

Se recomienda hacer una cita con la empresa para recibir asesoramiento personalizado y planificación financiera.

👍 Reviews of Weinstein Financial Group

Weinstein Financial Group - Middletown, Ohio

ionflux27

5/5

I have been working with Josh on my financial planning for a while now. He is professional and personable. Josh loves to educate his clients and help them achieve financial success. Josh makes you feel comfortable from the very beginning. I can’t recommend The Weinstein financial group enough.

Lisa V.

5/5

The Weinstein Financial Group is a premier choice when considering financial planning. A family owned business, Josh and his father walked with us through our financial planning needs and offered their many years of expertise, knowledge, and wisdom when we decided to add savings opportunities to our growing staff at The VanNoy Firm. They met with the associates and staff and explained in detail the saving options. We are grateful for their dedication and assistance on our behalf. We highly recommend the Weinstein Financial Group.
Anthony and Lisa VanNoy

Jamie D.

5/5

Josh and Steve are excellent financial planners. They are trustworthy and always have my best interests at heart rather than just treating me like a number. They are patient and take the time to explain the process to you and even give you various options to pursue with your finances. I will definitely be staying with them and would highly recommend them to anyone!

Dennis L.

5/5

Weinstein has never let me down. While my coworkers were crying the blues during the manufactured pandemic downturn Steve and Josh kept me solid and safe.

When I call Josh he remembers my main concerns and goals and we begin our conversation from there, I like that personal touch.

DJ B.

5/5

I have been a client and worked with Steve & Josh for many years. They have been my financial advisors in both business and with my personal affairs. Always, consistently proved, to be hard working , efficient and dedicated. One of the most important things for a Fiduciary is to be accurate and up to the minute on the global financial markets, these guys are truly a Diamond in the Rough. PAR

John D.

5/5

I've worked with Steve and Josh for many years and can't say enough about their knowledge of the financial landscape. Through multiple market downturns their calm advice has been spot on and saved me from making disastrous knee-jerk decisions. On the rare occasion that I have to leave a message, they always respond more quickly than I expect. I would recommend Weinstein Financial Group to anyone.

Jamie K.

5/5

The Weinstein Financial group has such wonderful advisors! They provide honest and thoughtful suggestions and I trust them to make strategic decisions with my investments. I wouldn’t keep my portfolio anywhere else!

Thomas F.

5/5

I have been a client for about 50 years. They are honest and have integrity. Glad that Steve is having his son involved. Gives me security for the future.