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Business Profile

Financial Planning Consultants

Weinstein Financial Group, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(800) 600-1616Email BusinessWrite a Review

About

Overview

Weinstein Financial Group, LLC

304 S Breiel Blvd

Middletown, OH 45044-5108

View Service Area
See Hours
Operating Hours
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only

BBB Accreditation & Rating

Weinstein Financial Group, LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Weinstein Financial Group, LLC in Middletown, OH offers financial planning services including:

-Fee or Commission Investment Platforms
-Goal oriented wealth accumulation 
-Income and Estate Tax Support 
-Risk management/ Insurance brokerage

BBB Accredited Since: 5/29/2017

Years in Business: 44

Products and Services

Annuities, Long-term care insurance, Life insurance, Disability income insurance

Business Details

Local BBB:
BBB Cincinnati
BBB File Opened:
12/9/1993
Business Started:
1/1/1982
Business Incorporated:
9/10/2015
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Steven M. Weinstein, Owner

Additional Contact Information

Principal Contacts
Mr. Steven M. Weinstein, Owner
Customer Contacts
Mr. Steven M. Weinstein, Owner
Fax numbers
Primary Fax: (513) 422-1616
Additional Phone Numbers
Other Phone: (513) 423-1616
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 1170049 for this business, issued by FINRA

FINRA

1735 K Street, NW

Washington DC 20006

301-5906500Website

BBB records show a license number of 31149 for this business, issued by Ohio Department of Insurance

Ohio Department of Insurance

50 W. Town Street, Third Floor Suite 300

Columbus OH 43215

800-6861526Website

Additional Information

Other Resources
BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.

Business Categories
Financial Planning Consultants

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.