Stuart Financial Group

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Stuart Financial Group Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)Stuart Financial Group and JWCA are

At SFG, 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. Stuart Financial Group is a boutique financial planning firm serving clients throughout the DC metro area. Founded in 1990, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. Our specialties: Retirement Planning, Wealth Accumulation, Asset Protection, IRA Legacy Planning, Life Insurance, Income Planning, IRA & 401(k) Rollovers

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
10/26/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
10/23/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
10/19/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

"The only things certain in life are death and taxes." Benjamin Franklin
10/16/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
10/12/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Test your estate strategy knowledge with this short quiz.
10/09/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Address

6411 Ivy Lane, Suite 520
Greenbelt, MD
20770

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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