J.D. Stewart Financial located in Saco, Maine, is your local, one-stop, Maine financial planning service agency. We can help you with many of your financial service needs, saving you 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 has the answer to those financial questions and many more.

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. Whether it’s tax preparation, mortgage loans, life insurances, retirement planning, or 401k performance our agency offers a wide range of services.

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.

Jennifer B.

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

Crystal J.

Jon is always there for whatever I need...insurance, financial advice...you name it. Glad to have him in my corner. Deb S. Bridgton, Maine

Deb S.

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.

Lisa L.

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 financial planning just putting a little extra aside can make a huge difference in your future.

We want you to know that J.D. 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

To schedule an appointment or ask questions about your financial planning call 207-283-0843 or email us.

 
financial planning

  • 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….

74 Beach Street Saco, ME 04072 | Phone: 207.283.0843 Fax: 815.425.8951 | info@jdstewartfinancial.com.

All Securities Through Money Concepts Capital Corp. Member FINRA/SIPC An SEC-Registered Investment Advisory Firm 11440 North Jog Road, Palm Beach Gardens, FL 33418 (561) 472-2000

Licensed in Maine. ME Mortgage Lic # CSO5710

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