Stuart Financial Group Email Format
Financial ServicesMaryland, United States11-50 Employees
Stuart Financial Group is a boutique financial planning practice serving clients in the DC metro area. Founded in 1990, the firm focuses on helping individuals approaching or in retirement develop sound retirement income strategies, with an emphasis on ensuring that income lasts over the course of their lifetime. Its service scope includes retirement planning, wealth accumulation, asset protection, IRA legacy planning, life insurance, income planning, and handling IRA and 401(k) rollovers. The company operates from Greenbelt, Maryland, and supports a client base that values close, trusting relationships built through ongoing engagement. Advisory services are provided through J.W. Cole Advisors Inc. (JWCA), with Stuart Financial Group and JWCA described as unaffiliated entities.