Weinstein Financial Group
Financial AdvisingHours:
304 S Breiel Blvd, Middletown OH 45044 Hours
About Weinstein Financial Group
Weinstein Financial Group is a trusted, family-owned business specializing in financial planning and investment management. With a strong emphasis on honesty and integrity, the group has earned long-term client loyalty, with many clients appreciating the personal touch and thoughtful suggestions from their advisors. Steve and Josh are known for their expertise and dedication, guiding clients through various financial needs and strategies. Their approach has provided clients with security and peace of mind, especially during challenging times. The firm is highly recommended for anyone seeking reliable financial advice and support for their investment goals.
Most Recent Reviews
April 2026
Joshua Weinstein handled my daughter's estate. I cannot say enough about how pleased I was with his knowledge, expertise and compassion, throughout the entire process. I highly recommend him for all financial services.
You won't be disappointed!
March 2023
I have been a client for about 50 years. They are honest and have integrity. Glad that Steve is having his son involved. Gives me security for the future.
March 2023
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.
More Comments(10)
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