Secure Dropbox | Stein Wealth Advisors, LLC

Home
About
Services
Resources
FAQ
Contact
Access Your Accounts

SEND FILES SECURELY TO STEIN WEALTH ADVISORS

Contact us at 724-260-0491 if you do not have an access code

Upload Files through dbinbox.com

Contact

Stein Wealth Advisors, LLC

Office: 724-260-0491

Fax: (724) 260-0674

4000 Washington Road

Suite 101

McMurray, PA 15317

[email protected]

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Securities offered through Mid Atlantic Capital Corporation (MACC), member FINRA/SIPC.

Advisory services offered through Mid Atlantic Financial Management, Inc. (MAFM), a registered investment adviser.

Trust services offered through Mid Atlantic Trust Company (MATC), a non-depository trust company.

Stein Wealth Advisors, LLC is not a registered entity or a subsidiary or control affiliate of MACC, MAFM or MATC.

State Registration Disclaimer:

This material provided in this site is for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy nor recommend any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such an offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. A broker-dealer, broker-dealer agent ("BD agent"), Registered Investment Adviser, or Registered Investment Advisor agent ("RIA agent") may only transact in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state`s broker-dealer, BD agent or RIA agent requirements, as the case may be. Follow-up, individualized responses to consumers in a particular state by the broker-dealer, BD agent, Registered Investment Adviser, or RIA agent that involve either the effecting or attempting to effect transactions in securities or the rendering of investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker-dealer, BD agent, Registered Investment Adviser, or RIA agent requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, BD agent, Registered Investment Adviser, or RIA agent a consumer should contact his or her state securities law administrator.