Weinstein Financial Group, LLC 

CONNECT

Address:

304 S. Breiel Blvd.
Middletown, OH 45044

Phone:

513-423-1616 or 800-600-1616

Fax/Other:

513-422-1616

Steven Weinstein

Steven Weinstein

Principal, BA, MA, CFP® - Weinstein FInancial Group LLC

Steve was awarded a BA in psychology from the University of Cincinnati in 1971, an MA in Clinical Psychology from Oakland University in 1974, and then worked as a Staff Psychologist and Field Service Instructor at the University of Cincinnati for five years. Restarting his career in the private sector, he joined Pierre Frozen Foods in 1979, assuming responsibility for employee relations, employee benefits, recruiting, and management development.

In 1982, with a young family in tow, he took a leap of faith to enter training as a financial advisor. By 1988, he had passed his securities and insurance exams, been awarded the Certified Financial Planner™ designation, as well as acquired a significant private clientele. And now, 35 years after that leap of faith, Steve maintains his practice without any formal customer complaints filed since inception. The Weinsteins are a family with a history of professional service and strong sense of duty and care for people and Steve now proudly helps his son, Joshua S Weinstein, CFP®, prepare to be a second-generation Certified Financial Planner™ practitioner.

Over 35 years of Planning experience, handling client investment and insurance affairs, and being there with clients for the results, makes for a rich knowledge base for the company. And as a family business, that experience contrasts dramatically with the frequent turnover and the feeling of being treated like a number that you normally find in the banking system or large corporate financial advisory firms.

Phone 5134231616
Fax 5134221616
Mobile Phone 5135821005
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck