Stein Financial Group LLC

Stein Financial Group, reorganized in 1999 from Howard Zimmerman's practice, is a full-service financial planning firm. They develop lasting relationships with individuals and families by understanding their long-term goals and providing individually-tailored solutions. The firm's mission is to be the best financial advisors to their fellow Minnesotans, helping them navigate through financial decisions and prepare for the future.

The firm takes pride in its strong client relationships, with many lasting 30 years or more. Jeffery Stein, the Financial Advisor, CEO, & President, has spent three decades in the financial services industry working with employer-sponsored plans and individuals. His approach to financial planning has earned him esteem and recognition within the industry, including membership in the Million Dollar Roundtable.