Stuart Financial Group
Stuart Financial Group is a boutique financial planning firm serving clients throughout the DC metro area. Founded in 1990, we have developed our practice by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. Our specialties: » Retirement Planning » Wealth Accumulation » Asset Protection » IRA Legacy Planning » Life Insurance » Income Planning » IRA & 401(k) Rollovers Advisory services offered through J.W. Cole Advisors Inc.(JWCA). Stuart Financial Group and JWCA are unaffiliated entities. https://bit.ly/2Gw3Sa4
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Verified contacts
10
available on Kipplo
LinkedIn employees
17
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Open roles
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Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
21
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- LS
Lucy Slovon
Co-founder and Chief Operating Officer · General Business & Management
EmailPhone - DS
David Stuart
Wealth Strategist · Finance & Accounting
EmailPhone - RW
Ryan Whitty
Administrator · Operations
EmailPhone - BS
Bryan Slovon
President & CEO · General Business & Management
EmailPhone - SM
Stuart Mehler
President · General Business & Management
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Stuart Financial Group
9 distinct titles indexed · top 9 shown.
- 2client services manager
- 1administrator
- 1co-founder and chief operating officer
- 1director of client relations
- 1executive assistant
- 1finance intern
- 1president
- 1president & ceo
- 1wealth strategist
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