Our Core Values: 

 The Pursuit Of Excellence: 

“I would like to be remembered as someone who used whatever talent she had to do her work to the very best of her ability.” – Ruth Bader Ginsberg 

We strive to be the best at what we do. We set ourselves apart by consistently surpassing expectations. Our goal is to provide a distinct departure from the transactional norms prevalent in our industry, offering a refreshing and personalized approach. Simplification is at the core of our philosophy— there is sophistication and elegance in simplicity. We continuously challenge ourselves to improve backend processes to deliver a seamless and consistent customer experience. We strive to be proactive and anticipate the needs of both our clients and colleagues. In our office “all the work is in the upfront”. A detailed and thorough job today will lead to a better experience and outcome tomorrow.   

• Strives to be the best by exceeding expectations consistently.
• Embraces a refreshing and personalized approach, challenging industry norms.
• Believes in the elegance of simplicity and maintains a commitment to continuous improvement.
• Prioritizes thorough upfront work for a seamless customer experience.

Integrity: 

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that you’ll do things differently.”― Warren Buffett

Integrity is the foundation of trust and credibility. Two pillars in an industry that, at its core, is simply a promise to pay if things go wrong. At Stein Agency, we are honest, upright, and morally standing in every action, decision, and interaction we hold. We adhere to a strong internal moral and ethical code. Our reputation, how we conduct ourselves, and how we treat others is more important than any bottom line. We are honored to continue a tradition of authenticity that has lasted four generations and are committed to carrying on our legacy for another 100 years. 

• Considers integrity the foundation of trust and credibility.
• Upholds a strong internal moral and ethical code in every action and decision.
• Values reputation and ethical conduct over the bottom line.
• Honors a tradition of authenticity spanning four generations.

Elevate Others: 

“To know even one life has breathed easier because you have lived. This is to have succeeded.” – Ralph Waldo Emerson 

The success of our clients and colleagues is our success. We actively support and celebrate the achievements of others. We recognize the value of playing a supportive role. Being “playmakers,” we understand that a well-executed assist is as fulfilling as scoring a goal. By prioritizing our responsibilities and doing our job well, we enable others to focus on their core objectives. We ask ourselves: How can I set this person up for success? How can I make their day better? How can I improve their current position? 

• Recognizes success through the achievements of clients and colleagues.
• Actively supports and celebrates the accomplishments of others.
• Adopts a “playmaker” mindset, understanding the value of a well-executed assist.
• Prioritizes responsibilities to enable others to focus on their core objectives.

Growth Mindset & Entrepreneurial Spirit: 

“If you want something you’ve never had, You must be willing to do something you’ve never done.” ― Thomas Jefferson

We challenge the status quo and are continuous students of life. We think outside the box and are driven by a desire to create, innovate, and bring about positive change. Through dedication, hard work, and perseverance, we can develop and enhance our abilities. We are fueled by curiosity and passion. We engage honestly in our pursuits and take it upon ourselves to find a deeper understanding. We embrace the inevitability of mistakes and see them as steppingstones on our journey towards excellence and truth. Challenges are seen as opportunities for growth, and failures are valued as crucial learning experiences. We foster a culture of wonder, openness, and improvement.

• Challenges the status quo and embraces a continuous learning mindset.
• Driven by a desire to create, innovate, and bring about positive change.
• Views mistakes as steppingstones towards excellence and values failures as learning experiences.
• Fosters a culture of wonder, openness, and improvement.

Family & Community: 

“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well.” ― Ralph Waldo Emerson

As a fourth-generation, family-owned business, we deeply value our heritage and the work we undertake. Actively involved in our community, we seek opportunities to lend a helping hand whenever possible. We promote a culture of volunteerism among our team members, encouraging them to engage in causes they are passionate about beyond our office walls.

Within our firm, we prioritize the importance of family and emphasize the significance of deriving joy from life at work and at home. When we nourish our souls outside of the office, we are better equipped to assist others inside the office. 

• As a fourth-generation, family-owned business, values heritage and community.
• Actively engages in the community through volunteerism and support.
• Encourages a culture of volunteerism among team members.
• Prioritizes family and emphasizes deriving joy from both work and personal life.