We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)
Stuart Financial Group and JWCA are unaffiliated entities.
Neither Stuart Financial Group nor JWCA offer tax advice. One or more individuals at Stuart Financial Group are registered as investment adviser representatives with JWCA with certain state securities divisions. This website (and its content within) is hosted and updated by Stuart Financial Group, an independent, third party entity that is not affiliated with or controlled by JWCA. As such, JWCA does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by JWCA. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.
*This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to service as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters.
**Insurance products and services are made available through Stuart Financial Group and not JWCA. Website content regarding protection benefits, safe and secure investments, and guaranteed or steady, reliable income streams refer only to fixed insurance products. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. Insurance and Annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way to investment advisory products and services or JWCA.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.