PENSIONS & INVESTMENTS  

            Washington Street Office
                      

Registered Investment Advisor - Broker

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Stahlvest serves as advisor, broker, agent or trustee to manage investments according to your most comfortable investment policy. Stahlvest services are available a la carte or with Purshe Kaplan Sterling Investments (PKS). Headquartered in Albany, NY, PKS is a modern and highly efficient firm that provides customers of Stahlvest with entire insured account custody, transaction clearing and account statements provided by National Financial Services, LLC (a Fidelity Investments company). Fidelity Investments is well known for financial strength and outstanding position in banking, retirement plans and top-rated investment services. 

 

James G. Stahl is an investment advisor registered as Stahlvest and is also an investment broker serving as branch manager of a PKS branch office.  Mr. Stahl provides management of investment and insurance services. Services include managing securities for retirement income, banking and checking services, insurance for life and long-term care, cash reserve management and access to trading platforms at many other securities management firms. Custom portfolio management for each customer is provided by Stahl as an award winning investment executive with over 25 years experience. Financial services are available for individual, family, trust, retirement income, college and elder estate planning. Small business and non-profit services include cash reserve management, SIMPLE, SEP, 401k,403b or other qualified plans.

 

Stahlvest can immediately open accounts with National Financial Services (NFS), a Fidelity Investments company, to provide fast activity or transfer of other accounts for new customers.

Stahlvest Pensions & Investments also offers consulting, advisory services and account administration for accounts held at other quality banks or financial services companies.

 

Additional broker-dealer, investment & insurance services are offered through Purshe Kaplan Sterling Investments, Inc.

Contact:    James G. Stahl

Call:            (301) 722-2750

Email:         jgstahl@stahlvest.us

Securities offered through                                              MEMBER FINRA / SIPC Purshe Kaplan Sterling Investments (PKS)                      www.finra.org  with headquarters at 18 Corporate Woods Blvd. Albany, NY 12211  

Accounts carried by National Financial Services, LLC                                   Member NYSE, SIPC  a Fidelity Investments company

Stahlvest Pensions & Investments, LLC
28A Washington Street
Cumberland, MD 21502