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March 2023 by Thomas Fox
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.
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March 2023 by Dennis Lee
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.
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March 2023 by Jamie Kuhlmeier
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!
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March 2023 by Lisa VanNoy
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
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February 2022 by ionflux27
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.