Stahlvest may serve as your agent, consultant or trustee to manage investments according to your individual or group investment policy. Stahlvest professional services are provided independently or combined with world-class brokerage services offered through Purshe Kaplan Sterling Investments (PKS). PKS is a modern nation-wide financial firm with national headquarters in Albany, NY. PKS utilizes the superior financial systems and technology of National Financial Services (a Fidelity Investments company) for outstanding customer care in banking, insurance and investment services.
Stahlvest Pensions & Investments offers consulting, advisory services and account administration at select banks or financial services companies.
Additional broker-dealer, investment & insurance services are offered through Purshe Kaplan Sterling Investments, Inc. a nationwide firm with headquarters in Albany, NY.
Contact: James G. Stahl
Email: jgstahl@stahlvest.us
Securities offered through MEMBER FINRA / SIPC Purshe Kaplan Sterling Investments (PKS) www.finra.org with headquarters at 18 Corporate Woods Blvd. Albany, NY 12211
Accounts carried by National Financial Services, LLC Member NYSE, SIPC a Fidelity Investments company
Stahlvest Pensions & Investments, LLC
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