PENSIONS & INVESTMENTS  

            Washington Street Office
                      

Registered Investment Advisor - Broker

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Stahlvest is advisor, broker, agent or trustee to manage investments according to your most comfortable investment policy. Stahlvest services are available a la carte or via services of Purshe Kaplan Sterling Investments (PKS).  PKS is a modern firm headquartered in Albany, NY, that supports Stahlvest with high-quality customer account custody and account statements provided by National Financial Services, LLC (a Fidelity Investments company). Fidelity Investments is preeminent for superior technology and financial strength, leading in banking, retirement plans and top-rated investment services. 

 

Jim Stahl owns Stahlvest and is also a manager of a PKS Investments branch office.  Mr. Stahl advises and manages various investment and insurance services. Those 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 other securities firms. Out-sourced portfolio management is available. Stahl is an award winning investment executive with over 28 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 may open accounts with National Financial Services (NFS), a Fidelity Investments company, to provide top services or transfer in other financial assets 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
Purshe Kaplan Sterling Investments (PKS)
with headquarters at 18 Corporate Woods Blvd. Albany, NY 12211
MEMBER FINRA / SIPC      www.finra.org  

Accounts carried by National Financial Services, LLC 
                             MEMBER NYSE / SIPC
 a Fidelity Investments Company

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