Registered Investment Advisor - Broker
Office location:
28A Washington Street,
Cumberland, MD
( click address
for picture of office building )
Stahlvest may serve as your agent, consultant or trustee to manage investments according to your individual or group investment policy. Stahlvest professional services are provided independently or combined with world-class brokerage services offered through Purshe Kaplan Sterling Investments (PKS). PKS is a modern nation-wide financial firm with national headquarters in Albany, NY. PKS utilizes the superior financial systems and technology of National Financial Services (a Fidelity Investments company) for outstanding customer care in banking, insurance and investment services.
James G. Stahl is an investment advisor registered as Stahlvest and also is an investment broker serving as branch manager of a PKS branch office. Mr. Stahl provides financial, investment and insurance services. Specializing in retirement income planning, he offers banking services, insurance, cash reserve management and access to many other securities management firms. Portfolio management is among top quality financial services provided by Stahl as a tactical investment executive with over 25 years experience. Financial services are available for individuals, family, trust, small business cash, 401k or 403b, SIMPLE, qualified plans, retirement income, college and elder estate planning. Stahl can immediately open customer financial accounts that are established with National Financial Services (NFS), a Fidelity Investments company, to provide superior safety, technology and accurate monthly statements.
Stahlvest Pensions & Investments offers consulting, advisory services and account administration at select banks or financial services companies.
Additional broker-dealer, investment & insurance services are offered through Purshe Kaplan Sterling Investments, Inc. a nationwide firm with headquarters in Albany, NY.
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Accounts carried by
National Financial Services, LLC
Member NYSE, SIPC
a Fidelity Investments company
28A Washington Street
Cumberland, MD 21502
