Stuart Financial Group

Q: What is Stuart Financial Group's company size?

Stuart financial group has 11 - 50 people working.

Financial Services

Specialities :

Retirement planning

Wealth accumulation

Asset protection

Wealth transfer

Income planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Stuart Financial Group is a boutique financial planning firm serving clients throughout the DC metro area. Founded in 1990, we have developed our practice by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Our specialties: Retirement Planning Wealth Accumulation Asset Protection IRA Legacy Planning Life Insurance Income Planning IRA & 401(k) Rollovers Advisory services offered through J.W. Cole Advisors Inc. (JWCA). Stuart Financial Group and JWCA are unaffiliated entities. https://bit.ly/2Gw3Sa4

Contact Information

College Park , Maryland , United States

first@stuartfg.com

stuartfg.com

Stuart Financial Group Org Chart

Employees

Total Employees:
5

Top Contacts:
3

C-Level 1	VP - Level1
Director-	Manager1
Others4

Employees Working At Stuart Financial Group

Lucy Slovon

Cofounder and Chief Operating Officer

Amytha Jones

Director of Client Relations

Kathryn Nevin

Client Services Manager

David Stuart

Wealth Strategist

Patrick Abikzer

Executive Chairman

Stuart Financial Group Email Formats

Structure	Email Format
<first>@	John@adambarber.com

Buyer Intent

Pain Points	Locations	Technologies
Digital Transformation	Greenbelt, MD	customer service, communication, staffing, financial, presence
Support	Greenbelt, MD	customer service, communication, staffing, financial, presence
Web Development	Greenbelt, MD	customer service, communication, staffing, financial, presence

Trigger

Tech Stack Used By Stuart Financial Group

A quick view of products employed by Stuart Financial Group

Monday.com

Pass

List of technologies used by Stuart Financial Group

Communication

Customer service

Financial

Presence

Staffing

Jobs at Stuart Financial Group

Hiring 2025-01-04 13:57:45

Administrative Assistant

Greenbelt, MD

Administrative AssistantDo you have a passion for delivering superior customer service while bein...

Frequently Asked Questions About Stuart Financial Group

What does Stuart financial group do?+

What are Stuart financial group's specialties? +

Retirement planning,wealth accumulation,asset protection,wealth transfer,income planning,ira & 401(k) rollovers,ira legacy planning,life insurance,annuities,and tax planning