J.D. Stewart Financial, Inc. 207-283-0843
FINANCIAL PLANNING
Jon is always there for whatever I need...insurance, financial advice...you name it. Glad to have him in my corner.
Just a quick note to thank you so very much for your assistance in my refinance. I appreciate your professionalism and the courteous manner in which you conducted this.
–Lisa L. North Yarmouth, Maine.
I just wanted to thank you for all your work in helping me buy my first home. I am truly grateful for everything that JDS did for me.
–Jennifer B. Saco, Maine.
A huge thank you to Jon Stewart, and JDS Mortgage for all your help in helping us with refinancing our house. What a huge relief.
–Crystal J. Saco, Maine
I want to thank JD Stewart Financial for going the extra mile on our refinancing. We closed today and are saving $405 per month! Anyone looking to refinance should give them a call.
–Scott J. Saco, Maine
J.D. Stewart Financial is your local, one-stop, financial planning service agency. We can help you with many of your financial service needs, saving you TIME and MONEY.
Many people ask themselves how do I plan for retirement. Will I pay taxes in retirement? Has my life insurance company recommended life insurance based on my needs? Where can I find the mortgage rates that I need to refinance or purchase a property? Doesn’t it make sense to work with an agency that provides programs and services for your specific financial planning goals?
Finances can be complex. We believe the expertise an individual needs 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 adviser should be able to assist you with services that take into account your major financial decisions. Tax preparation, mortgage loans, life insurances, retirement planning, 401k performance, our agency offers a wide range of services.
We’ll adjust to your needs. We can work in person, on the phone or online—it’s your choice. People in all stages of life should be participating, or at the very least thinking about, some form of financial planning and retirement investments. Although we are all creatures of habit, sometimes putting a little extra aside can make a huge difference in your future.
Take a look around our website and check out our video to find out more about how we may be able to help you. You can call or email us to schedule an appointment or ask questions.