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).  PKS is a modern firm headquartered in Albany, NY, that supports Stahlvest with high-quality customer account custody, transaction clearing and customer account statements carried by National Financial Services, LLC (a Fidelity Investments company). Fidelity Investments is well known for superior technology, financial strength, leading positions in banking, retirement plans and top-rated investment services. 

 

Jim Stahl owns an investment advisor firm registered as Stahlvest and is also a registered representative serving as manager of a PKS branch office.  Mr. Stahl advises and manages 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. Custom portfolio management is available. Stahl is 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