Joseph Lowry, Sr. Email & Phone Number

WHY LOWRY FINANCIAL ADVISORS:For 50+ years, my son and business partner, Joe Lowry, Jr., our team, and I, have helped individuals and corporations, locally and nationally, with timely, thoughtful, and tax-sensitive investment guidance. We focus on helping you achieve your greatest objectives with simplicity, transparency, and a disciplined process to measure your progress. Our guidance is tailored to support your current lifestyle, retirement needs, and legacy goals, while making you feel comfortable at every step. Knowing that we make a positive difference in the lives of those we serve is what fuels my passion.PROFESSIONAL HIGHLIGHTS:- Actively maintain professional credentials pertinent to the rendering of financial planning, estate planning, and investment advice- Participation in relevant, ongoing professional education offerings to stay abreast of development and trends affecting the tax law and investment regulationsGETTING TO KNOW JOSEPH LOWRY, SR: I love living in Gainesville. As a Rotarian I am pleased support the Rotary Foundation as a Paul Harris Fellow, lending financial support to worthy domestic and international causes. I hold an active role in my church offering leadership, counseling, and guidance to those in need. A father of 3 and grandfather of 10, I enjoy travel, and spending time with my wife Gladys, and our family throughout the year.I WELCOME A CONNECTION IF: - You are an attorney or CPA interested in providing a resource for your clients - You are in need of customized, holistic financial advice and guidance - You want to hear more about our wealth management process - You are interested in discussing our estate planning servicesThe Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations.

Listed skills include Independent Financial Advice, Investment Management, Financial Planning, Entrpreneurship, and 4 others.