Weinstein Financial Group
304 South Breiel Boulevard, Middletown, OH 45044
Hours open
Monday:
10:00 AM - 5:00 PM
Tuesday:
10:00 AM - 5:00 PM
Wednesday:
10:00 AM - 5:00 PM
Thursday:
10:00 AM - 5:00 PM
Friday:
10:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Weinstein Financial Group is a reputable finance institution located at 304 South Breiel Boulevard in Middletown, Ohio, United States. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, wealth management, and more. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Weinstein Financial Group is dedicated to helping you achieve your financial objectives.
Reviews
"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."
"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!"
"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"
"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."
"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!"
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