Stein Wealth Advisors

(on washington road)
Financial and Investment Services in McMurray, PA
Financial and Investment Services
Financial Services

Location

4000 Washington Road
McMurray, PA
15317

About

We’re not your ordinary Financial Advisors. We’re committed to an above and beyond service experience, a holistic approach, and objective, high-quality advice, just like you’d expect.

What you may be surprised to experience is that we also have a lot of fun. Our clients enjoy meeting with us because each client is a part of our family. We have systems and processes that allow us to personalize your experience and create a tailored relationship for each client by having a team of outstanding individuals.

Latest

We are so excited to announce that Melissa has been announced as a 40 Under 40 Honoree for 2020! Each year, Pittsburgh Magazine and PUMP recognize 40 outstanding individuals under the age of 40 whose creativity, vision and passion enrich the Pittsburgh region. Congratulations, Melissa! PITTSBURGHMAGAZINE.COM Announcing the 40 Under 40 Honorees for 2020 | Pittsburgh Magazine
Don't forget to register for our next Featured Professional Series! Wednesday, September 30 @ 10:00 AM https://www.steinwealth.com/events/taking-the-confusion-out-of-medicare #financialplanning #financialadvisor #finance #medicare #womeninbusiness #insurance #professionals
We're on set! As you know, Melissa's been selected as a 40 Under 40 Honoree. Here's a behind the scenes sneak peek of Melissa shooting her honoree video which will be featured at the Virtual Celebration on November 19. Join in on the celebration and register for the event here. https://www.pittsburghmagazine.com/2020-40-under-40/ #financialplanning #financialadvisors #pittsburghmagazine #40under40 #honoree
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data. STEINWEALTH.COM Monthly Market Insights | September 2020
In case we missed you today, listen to a replay! Planning for the Financial Impact of Caring for a Loved One - Solutions & Considerations featuring Christine Brown Murphy, Partner at Zacharia Brown https://www.steinwealth.com/featured-webinars
UPCOMING WEBINAR At some point in your life you'll be faced with caring for a loved one. Do you understand what this means? Have you thought about how it will affect you? Don't wait! Now is the time to consider a plan. Register at www.steinwealth.com/events #finance #financialimpact #planningahead #beprepared #womeninbusiness #womensupportingwomen
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases. STEINWEALTH.COM Monthly Market Insights | October 2020
In case we missed you today, listen to a replay! Taking the Confusion Out of Medicare featuring Nancy Glicksman, Owner & Benefits Specialist at Blue Peak Insurance https://www.steinwealth.com/featured-webinars #financialplanning #financialadvisor #finance #medicare #womeninbusiness #insurance #professionals
!! Tomorrow @ 10:00 AM !! Join us for our Featured Professional Series with Nancy Glicksman! Each Webinar is a conversational format where Melissa is joined in person by our featured professional and takes place in a different location within our brand new office. No boring backgrounds during OUR Webinars! https://www.steinwealth.com/events/taking-the-confusion-out-of-medicare #financialplanning #financialadvisor #finance #medicare #womeninbusiness #insurance #professionals
FEATURED PROFESSIONAL SERIES This Wednesday, October 28 @ 10:00 AM Register Now! https://www.steinwealth.com/events/strategies-to-efficiently-manage-your-taxes
We invite you to join us in this celebration! This Thursday, November 19 at 7:00 PM (Registration below) To view the Honorees of 2020 click the following link - https://www.pittsburghmagazine.com/40-under-40-class-of-2020/ PITTSBURGHMAGAZINE.COM Join us as we celebrate this year's 40 Under 40 Honorees! | Pittsburgh Magazine
In case we missed you today, listen to a replay! Investing in Precious Metals with Kenny Duncan, Owner of U.S. Coins & Jewelry #financialplanning #financialadvisor #investing STEINWEALTH.COM Featured Professional Series | Stein Wealth Advisors, LLC
Don't forget to Register for our Upcoming Featured Professional Series! Investing in Precious Metals featuring Kenny Duncan, Owner of U.S. Coins & Jewelry STEINWEALTH.COM Investing in Precious Metals
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases. STEINWEALTH.COM Monthly Market Insights | November 2020
HAPPY NATIONAL CHOCOLATE DAY! Who misses us?!?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. STEINWEALTH.COM Monthly Market Insights | February 2021
In case we missed you today, listen to a replay! Preplanning Burial & Funeral Decisions: A very important part of your estate planning Featuring Jim Hillen, Consumers Choice Funeral Plan Agent serving the Diocesan & Parish Cemeteries of Allegheny & Washington Counties. Jim reviewed the importance in personally planning your final burial wishes so the proper decisions are determined for the future person in charge. #financialplanning #financialadvisor #estateplanning #preplanning #burial #funeral #funeralplanagent #cemeteries STEINWEALTH.COM Featured Professional Series
REGISTER NOW Featured Professional Series Wednesday @ 1:00 PM STEINWEALTH.COM Preplanning Burial & Funeral Decisions: A very important part of your estate planning
Happiest of Birthday's to the boss, Melissa! Wish her a Happy Birthday in the comments below!
As a reminder, our office is closed in observance of the holiday.

Information

Company name
Stein Wealth Advisors
Category
Financial and Investment Services

FAQs

  • What is the phone number for Stein Wealth Advisors in McMurray PA?
    You can reach them at: 724-260-0491. It’s best to call Stein Wealth Advisors during business hours.
  • What is the address for Stein Wealth Advisors on washington road in McMurray?
    Stein Wealth Advisors is located at this address: 4000 Washington Road McMurray, PA 15317.