Business Details
21 Years
experience
Trusted Financial Advisers in Lanham, MD
Stewart Financial Services has been dedicated to empowering middle-income American families with comprehensive financial guidance since 2005. Our mission focuses on resolving critical financial matters through personalized solutions tailored to each client's unique needs. With over two decades of combined experience, our team prioritizes promptness, integrity, and client education to ensure long-term financial security. We specialize in life insurance, tax-favored plans, annuities, and debt elimination strategies while maintaining a client-centric approach that emphasizes transparency and trust.Our expertise extends to mortgage protection, college savings, and retirement planning, supported by a proven track record of helping families create lasting financial legacies. As active community contributors, we conduct free financial workshops in churches and civic organizations to promote financial literacy. Our commitment to excellence is demonstrated through customized service delivery, adherence to ethical standards, and continuous support throughout every stage of our clients' financial journeys.
Services
Life Insurance
Tax Favored Plans
Annuities Rollovers
Mortgage Protection
College Savings
Disability Insurance
Debt Elimination
Living Benefits
Retirement Planning
Estate Planning
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of experience in personalized financial planning
- Our team provides customized debt elimination strategies with proven results
- Specialized expertise in tax-favored retirement income planning
- We maintain a client-first approach with transparent communication
- Community-focused financial education through free workshops
What people say
Great company
Easy to talk to
Help with financial needs
Awesome financial services
Prepare for the future
Services
Life Insurance
Our life insurance solutions provide financial security for families through permanent and term policies. We offer whole life policies with guaranteed cash value growth and flexible universal life options that adapt to changing needs. Our experts help clients select coverage that protects income, builds cash value, and creates lasting legacies while optimizing tax advantages through properly structured policies.
Tax Favored Plans
Specialized tax-advantaged retirement plans utilize sections 101 and 7702 of the tax code to create tax-free income streams. These strategies protect savings from market losses while providing guaranteed growth through insurance-based solutions that convert taxable savings into tax-exempt retirement income without market risk exposure.
Annuities Rollovers
Annuity and rollover services protect retirement savings from investment losses while creating guaranteed lifetime income. We help clients transfer 401k, 403b, and IRA assets into secure vehicles that provide market protection, tax-deferred growth, and conversion options to pension-like income streams without early withdrawal penalties.
Mortgage Protection
Customizable mortgage protection insurance safeguards families against home loss due to disability, critical illness, or death. Our policies offer portability, cash value accumulation, and living benefits riders that provide financial security beyond traditional mortgage insurance while maintaining beneficiary control over death benefit usage.
College Savings
Alternative college savings solutions using 7702 insurance contracts provide tax advantages over traditional 529 plans. These strategies offer guaranteed growth, protection from market volatility, and financial aid qualification benefits while creating flexible education funding options that adapt to changing academic timelines and expenses.
People
Anthony Stewart
President / CEO
With over 20 years in financial services, Anthony Stewart co-authored 'Saving Middle America' and leads Stewart Financial Services' mission to empower families through innovative financial strategies while maintaining community engagement through educational workshops.
Tony L. Brown Sr.
Senior Marketing Director
Bringing extensive industry experience to client acquisition strategies, Tony L. Brown Sr. develops marketing initiatives that connect families with essential financial protection solutions through targeted outreach programs.
Crystal Hollingsworth
Agency Marketing Producer
Crystal Hollingsworth manages marketing production while ensuring clients receive clear information about financial products through professionally developed educational materials and campaign assets.
Alan Stewart
Manager
As operations manager, Alan Stewart oversees daily business functions while maintaining quality control standards across all client interactions and service delivery processes.
Joseph Wanene
Agency Marketing Director
Joseph Wanene develops strategic marketing approaches that expand community access to financial education programs while maintaining alignment with organizational growth objectives.
Questions
What financial services do you specialize in?
We specialize in life insurance, tax-favored retirement plans, annuities, mortgage protection, college savings, and debt elimination strategies tailored to middle-income families.
How do you help with debt elimination?
Our G.O.O.D. Program eliminates debt in 9 years or less using cash flow management techniques that optimize existing resources without requiring additional payments.
Do you offer retirement planning services?
Yes, we provide tax-advantaged retirement solutions using annuities and 7702 insurance contracts that protect savings from market losses while creating guaranteed income streams.
What areas do you serve?
While based in Lanham, MD, we serve clients throughout Maryland, Washington DC, Virginia, and several other states through virtual and in-person consultations.
Do you provide educational resources?
Yes, we offer financial workshops, educational videos, and personalized guidance to help clients understand complex financial concepts and make informed decisions.
Videos
Reviews (1)
Tara Omotosho
Jun 20, 2020
Report
The team over at Stewart Financial Services has been very professional. We were able to get our life insurance policy done virtually during the COVID-19 pandemic. Everyone should make sure they have a policy today. There weren't any crazy blood test that we had to do prior to getting our policy started. Now we can rest easy knowing our family is covered by a policy. Contact them today!
