J.D. Stewart Financial located in Saco, Maine, is your local, one-stop, financial planning service agency. We can help you with many of your financial service needs, helping you save TIME and MONEY. It only makes sense to work with an agency that provides programs and services for your specific financial planning goals and at J.D. Stewart Financial they have the experience and advice you need.
We believe the financial planning needs of an individual is best provided by an independent agent -someone with the integrity and professionalism to take the time to learn about your specific needs and then tailor the best possible program for you. A financial planner should be able to assist you with services that take into account your major financial decisions.
We believe the financial planning needs of an individual is best provided by an independent agent -someone with the integrity and professionalism to take the time to learn about your specific needs and then tailor the best possible program for you. A financial planner should be able to assist you with services that take into account your major financial decisions.
Services
In 1989, shortly after graduating from Thornton Academy, Jon Stewart, President of JD Stewart Financial, became licensed as an insurance agent, assisting people to find the right life insurance policy for their needs. One year later, in 1990, Jon obtained his investment (securities) license, allowing him to help his clients invest for future needs, such as retirement and college planning.
At J.D. Stewart Financial, we can help you prepare for a college education. The cost of college and school tuition is growing at a rate that is twice that of inflation! Most people do not realize that. There are various strategies to consider when applying for financial aid for college tuition. How your monetary assets are considered when applying for financial aid for college is an important piece to your financial picture.
Have you directly or indirectly been obligated on any loan which resulted in foreclosure or judgment? Right to Receive Copy of Appraisal: I/We have the right to a copy of the appraisal report used in connection with this application for credit. To obtain a copy, I/we must send Lender a written request at the mailing address Lender has provided.
At J.D. Stewart Financial we offer income tax return preparation services. We can help you through the maze of income tax filing paperwork and forms. We are an authorized tax service E-File provider. When E-Filing your taxes you have the option of direct deposit to expedite your tax refund return. We offer competitive prices to file taxes for our clients.
Has your life insurance company recommended life insurance based on your needs? We offer Term life insurance, Universal life insurance, Whole Life insurance, Long Term Care Insurance, and Annuities. At J.D. Stewart Financial, we can help you with the many different types of insurance. There are many programs with which you can protect your financial assets, let us help you find the right one!
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