Alec Lowell, Cfp® Email & Phone Number

At The A.I.D. Group, we are focused on methodically serving the needs of individuals, families, and businesses. We understand that the pursuit of wealth is not a game, but the means by which you achieve security, comfort, and peace of mind. Based on the uncertainties associated with today’s financial world, the financial rewards you receive don’t make life any easier, but make it more complex. Now more than ever, you need the right guidance to help navigate through the intricacies of investing.By personally assessing the financial challenges you face today, we follow a systematic process to help you pursue and achieve your future goals. You may need to provide financial assistance for a child's college education or help support an aging parent. In addition, you must prepare for your own retirement and consider what's to be done with your estate. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program? Is it possible to mitigate some or all of the income, gift, capital gains and estate taxes that often create performance barriers during the financial and estate planning process? Add up all of these important considerations, and your need for highly competent, objective financial guidance has never been greater.---------The financial professional associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Sales, Leadership, Management, Customer Service, and 18 others.

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  Partner

  The A.I.D. Group

  May 2014 - Present - Miami/Fort Lauderdale Area

  A.G.P./Alliance Global Partners is a national investment firm whose broker dealer affiliation has been a member of FINRA and registered with the SEC for the past 37 years. A.G.P. has full service capabilities with a global ability to trade domestically as well as internationally. A.G.P. prides itself on providing its clients with boutique services along with the comfort of knowing their accounts are custodied at Fidelity Clearing. Whether a client is looking for wealth management advice, Institutional services or investment banking and corporate advice, we have a track record and a proven team to assist.A.G.P. / Alliance Global Partners is a member of FINRA and SIPC. This document has been prepared for the intended recipient only as an example of strategy consistent with our recommendations; it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular investing strategy. Dividend yields change as stock prices change, and companies may change or cancel dividend payments in the future. All securities involve varying amounts of risk, and their values will fluctuate, and the fluctuation of foreign currency exchange rates will also impact your investment returns. Past performance does not guarantee future returns, investments may increase or decrease in value and you may lose money.Data from various sources was used in the preparation of this document; the information is believed but in no way warranted to be reliable, accurate and appropriate. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org

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  The Ohio State University Fisher College Of Business

  Finance