Cancel

Open app

Search

Stein Financial Services

3.0 (4 reviews)

Request a consultation

You can now request a consultation from this business directly from Yelp

Services - Stein Financial Services

Investment management

Stein Financial Services Photos

You might also consider

Recommended Reviews - Stein Financial Services

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration
Photo of Eric C.
32
19
0

13 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

17 years ago

Helpful 2
Thanks 1
Love this 0
Oh no 0

13 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

17 years ago

Helpful 1
Thanks 1
Love this 0
Oh no 0

Ask the Community - Stein Financial Services

You might also consider

Verify this business for free

People searched for Investing 481 times last month within 15 miles of this business.

Verify this business

Plaza Insurance Agency - Plaza Insurance Agency located on the corner of 230TH St. and 56TH Ave. in Mountlake Terrace.

Plaza Insurance Agency

(5 reviews)

We have been working with Daniel since June 2012 for our business and personal insurances. We have…read morebusiness laibility, personal auto and home insurances through him. Other than insurances he has put us in contact with multiple contacts (financial advisor, accountant, health insurance agents) all of whom have been great asset for business as well as person side if things. We also recommended him to family who was denied insurance by everyone else for property with repeated water damage. Daniel was able to get them good insurance !! Prices are awesome. Prices and benifits are comparable to or better than what you will get from major companies doing it yourself and benifits. Daniel is the best ! He is very good at what he does and is not a typical insurance agent with sales pitch attached. He is always approachable and comes highly recommended by us !

I have been with Farmers insurance (3 yrs), State Farm (3 yrs), and Geico (6 yrs)…read more Through out I have had quotes from various providers and no nobody ever beat Geico for us untill 'Danil' got us quote from a large nation wide company. Not only did I get a great deal on my insurance, Danil is such a pleasure to work with. Unlike other insurance agents I have worked with in the past he is very courteous, knowledgeable and very very reachable. We have consolidated our home and auto policies with home and cant be happier. Also, he helped us with a great condo policy after my previous insurance (State Farm) did not renew our policy after a water damage claim. Highly recommended.

AAA Cruise & Travel - Lynnwood

AAA Cruise & Travel - Lynnwood

(46 reviews)

My wife and I recently visited the AAA office in Lynnwood Washington…read more We were planning a trip to Montana, and wanted some guidance. We made an appointment and spent some time with travel consultant Julie Swavely. The purpose of this review is to acknowledge and appreciate the wonderful customer service that was provided to us. Julie, very patiently explained the cities on the route, the accommodations and places of interest. She suggested the best route for the places we wanted to visit. She was very friendly and cheerful. We were provided with a Triptik and maps for our trip. A Triptik is a step-by-step map with road closures, hazards and weather conditions outlined. Thank you Julie Swavely for a job well done. My wife and I recently visited the AAA office in Lynnwood Washington. We were planning a trip to Montana, and wanted some guidance. We made an appointment and spent some time with travel consultant Julie Swavely. The purpose of this review is to acknowledge and appreciate the wonderful customer service that was provided to us. Julie, very patiently explained the cities on the route, the accommodations and places of interest. She suggested the best route for the places we wanted to visit. She was very friendly and cheerful. We were provided with a Triptik and maps for our trip. A Triptik is a step-by-step map with road closures, hazards and weather conditions outlined. Thank you Julie Swavely for a job well done.

Amazing service. I stopped by today to get an international driver's permit. It only took 10…read moreminutes including taking the photos required. Adam, who helped me even recommended where to get very good Filipino food in Lynnwood.

PLC Insurance - Mike Rucker

PLC Insurance

(8 reviews)

Beware!!! This insurance broker is horrendous. They manage a commercial account for company whos…read morevehicle that hit my parked car, doing extensive damage. I left several messages for the agent after the accident, when I did not hear back from her after 2-hours I called one of the partners listed on the website, Dan Rucker, he was extremely rude, condescending and misogynistic. He questioned if the accident even happened as I had explained (like I have time to call companies and make false claims). He offered no assistance in terms of providing a solution for a rental car or helping me get my vehicle towed to a body shop. He said that was my responsibility to cover, even though it was his policyholder that hit my car. He said he would need to "validate" my claim with the company, even though the company stated that they had already spoken to PLC. I missed a return call from Dan, but he left a message where he stated they would file the claim, that day, with Liberty Mutual. I called him back to get more details on next steps and was put straight to voicemail. He is yet to call me back and neither has Dawn, the assigned agent that I left 2 messages for earlier in the day. As of this post, it has been over 24 hours and I have yet to hear back. Since I did not hear back from PLC by the end of the business day, I called the Liberty Mutual Commercial Division myself, so I could get an update. When I spoke with the claims department, they stated that a claim had not been filed, as I was told it would be by Dan. Insurance is one of those industries where you expect responsiveness and empathy. My interactions with PLC thus far have been completely opposite.

Very excited to have an insurance agency that actually cares and has wonderful customer service!…read moreMuch better than any of their competitors.

Stein Financial Services - investing - Updated May 2026

Loading...
Loading...
Loading...