• Investments • Retirement Planning • Real estate loans • Life Insurance • Disability Insurance • Lo
Friendly and knowledgeable financial advisor with over 20 years of experience helping individuals, families, and small businesses. A demonstrated track record of unbiased financial recommendations and superior customer service, with a diversified portfolio of products and service to assist clients to reach their financial goals.
Interview Q&A
How long have you been in business?
26 years
What is your primary product or service?
Financial Services, including but not limited to, Retirement planning, IRA, Self Employed, and 401k retirement plans, Income tax preparation, life insurance, disability insurance, residential mortgages for purchase and refinance, annuities, long term care, and more.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Learning how money works, nany of the things we are not taught in school, really interested me
How do you differentiate yourself from other businesses in your category and area?
We are a one stop shop, offering many services all in one location.
How many locations do you have and do you have plans to expand?
3 offices in southern Maine....Saco, Scarborough, and Windham
Provide detailed directions to your location
74 Beach Street in Saco is 2/10 of a mile off Main Street in Saco, and we are across from Fairfield School
What type of payments do you accept?
Cash, Check, Charge, depending on what service
Which areas do you service?
Depending on what service, we are licensed in 5 states
Who owns your company or runs daily operations?
Jonathan Stewart, president and owner
What are your hours of operation?
Monday through Friday 9 to 5, or other times by appointment
What is the best compliment anyone can give you?
Jon taught me so much about money that no one ever told me
What is your favorite quote or Bible verse?
Surround yourself with quality people