Arthur Stein Financial, LLC recently merged with Allworth Financial, You’ve been redirected to the Allworth Financial website, where you’ll find the entire Arthur Stein Financial team. Arthur, Paul and Zack continue to work with their clients and welcome inquiries from prospective clients and referrals.
Arthur and his team had many reasons to join Allworth. These included
- Allworth’s focus on client satisfaction, financial well-being, and personalized service,
- Advanced tax planning strategies and tax preparation
- Estate planning guidance and coordination
- A full-time team of cybersecurity professionals
- More robust, integrated financial planning tools
- Continuity for clients if something happened to Arthur.
The National Business Research Institute (NBRI), recently awarded Allworth the “NBRI Circle of Excellence and Best in Class Ethics” designation which ranks it among the most admired brands in the entire financial services industry. Barron’s Top 100 RIA Firms has ranked Allworth among the top 35 firms in the country for six consecutive years.
Contact information is mostly the same, including our address (6701 Democracy Blvd., Suite 300, Bethesda, MD 20817) and main phone number ((301) 377-9407).
We do have new email addresses:
- Arthur.Stein@AllworthFinancial.com
- Zack.Smythe@AllworthFinancial.com
- Paul.Cusumano@AllworthFinancial.com
You can learn more about Allworth Financial, here.
Arthur, Paul and Zack are grateful for the trust placed in us over the years. We are excited about merging with Allworth because it allows us to continue supporting clients with greater resources, insight, and care.
Please let us know if you have any questions.
