About Us

• Retirement Strategies
• College Preparation
• Financial Strategies
• Notary Public Service
• Insurance
• Income Tax Preparation

J.D. Stewart Financial, Inc.

About Us

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. 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.

Tax preparation, mortgage loans, life insurances, retirement planning, your 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. Feel free to contact our office to get more information or to schedule a financial review. Thank you for your business!

Jon Stewart currently serves as Regional Director at Money Concepts® Wealth Management & Financial Planning