J. D. Stewart Financial, Inc.

Call Us Now Set an Appointment

For All Your Financial Planning Needs!

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.

When it comes to financial planning there are many questions 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?

J.D. Stewart Financial has the answer to these questions and more!

  • Retirement Strategies:    IRA, 401K, SEP, Annuities, Mutual Funds*
  • College Preparation:         College expenses increase twice the rate of inflation!
  • Financial Strategies:         Plan for vacations, buying a home, and more!
  • Notary Public:                      Have your important documents notarized!
  • Mortgages:                            Purchase a New Home or Rental or Refinance and Consolidate your Debt!
  • Insurance:                              Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance!
  • Income Taxes:                      Self Employed, Rental Property, E-FILE and more!
  • Medicare Plans:                 Get coverage for expenses that Medicare won't pay!

  • Who we are

    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’ll adjust to your financial planning 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. When it comes to your future, putting a little extra aside can make a huge difference.

    We want you to know that J.D. Stewart Financial is here helping the people of Maine find the financial freedom they deserve. We know that you work hard for your money and we’ll work hard for you – that’s our promise

    Read more

    Hear What Our Clients Are Saying

    "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.

    "Thank you very much for helping me out with my taxes at the last minute. You made it so easy for me."

    Alyssa L., Old Orchard Beach, 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

    Share by: