About
Stahlvest is a registered investment advisor that designs and manages investment portfolios, including corporate retirement plans and individual securities accounts. Stahlvest is "buy side" (the buyers side) to represent the investors "best interest" when choosing retirement plan services or investments securities. Choose either a one-time Stahlvest analysis of your current plan or investments, or transfer your accounts to Stahlvest management to service your accounts at any brokerage firm.
James G. Stahl is a branch manager with PKS Investments for the Cumberland, MD office. Stahl provides financial & insurance services as a specialist in retirement income planning. His background includes over 10 years in small business management before 1985 when he became a Financial Consultant with the Wall Street firm of Shearson Lehman Hutton. Four years later Stahl accepted an offer to become president of a specialized broker-dealer investment firm serving many business and municipal retirement plans and retirees. He is a registered industry principal and his background includes senior supervisory positions for broker-dealer and registered investment advisor firms.
Call to compare bid & ask for your securities such as tax-free, corporate or government bonds, stocks, mutual funds, Bank CDs, retirement plan options, trust services, etc.
Jim
Stahl provides modern financial services by fee and/or commission.
Investment Advisor service (no commission / fee only)
