Registered Investment Advisor - Broker
Office location:
28A Washington Street,
Cumberland, MD
( click address
for picture of office building )
Stahlvest is a registered investment advisor able to serve as your agent, consultant or trustee to develop and manage investments according to an individual or group investment policy. The independent services of Stahlvest are provided separately or united with world-class brokerage services offered through Purshe Kaplan Sterling Investments (PKS), a modern financial firm with national headquarters in Albany, NY. PKS utilizes superior financial systems and technology for outstanding customer care in banking, insurance and investment services.
James G. Stahl is an investment advisor registered as Stahlvest and an investment broker serving as branch manager of a PKS branch office. Stahl provides financial, investment & insurance services. He specializes in retirement income planning. Exchange traded securities, Bank CDs, insurance, cash reserves and many other securities are among top quality investment services provided by Stahl as an investment executive with over 24 years experience. Financial services are available for individuals, small business cash, 401k or SIMPLE, trusts, qualified plans, retirement funds, college and elder estate planning. Customer accounts may easily be 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
