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Estate Planning MD

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Contact Us

Phone: (301) 345-1635
Fax: (301) 345-1105
Email: info@stuartfg.com

Our Locations

Main Office:
6411 Ivy Lane
Suite 520
Greenbelt, MD 20770

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Satellite Offices*:
10015 Old Columbia Road
Suite B215
Columbia, MD 21046

1125 West Street
Suite 252
Annapolis, MD 21401

*Our Columbia & Annapolis locations are for the convenience of client meetings only.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Stuart Financial Group and JWCA are unaffiliated entities. Any concerns call JW Cole Compliance at 813-935-6776

Stuart Financial Group and JWCA are unaffiliated entities. For a copy of JWCA’s Form CRS please visit: https://bit.ly/2VdsWIp. By following this link, you consent to receipt of the Form CRS electronically.

Neither Stuart Financial Group nor JWCA offer tax advice. One or more individuals at Stuart Financial Group are registered as investment adviser representatives with JWCA with certain state securities divisions. This website (and its content within) is hosted and updated by Stuart Financial Group, an independent, third party entity that is not affiliated with or controlled by JWCA. As such, JWCA does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by JWCA. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.

*This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to service as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters.

**Insurance products and services are made available through Stuart Financial Group and not JWCA. Website content regarding protection benefits, safe and secure investments, and guaranteed or steady, reliable income streams refer only to fixed insurance products. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Insurance and Annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way to investment advisory products and services or JWCA.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Client Satisfaction Rating: Each client has the opportunity to rate a financial professional based on the client’s overall satisfaction with the financial professional, based on five questions, on a scale of 1 to 5 for each question. The financial professional’s Client Satisfaction Rating is an average of all client responses for that advisor within a rolling 24-month period, and is updated regularly. The minimum number of client responses required for a financial professional to receive a rating must represent at least 15% of the financial professional’s active clients. As such, not all clients may respond to these questions.

Based on the above, the rating does not represent the experience of any particular client but reflects an average of client responses. As such, client experiences may vary, and working with any financial professional is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial professional’s qualifications.