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Business Profile

Retirement Planning Services

Lowrey Financial Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(781) 385-7263Email BusinessWrite a Review

About

Important information

Overview

Lowrey Financial Group

99 Derby St Ste 307

Hingham, MA 02043-4216

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Find a Location

Lowrey Financial Group has 3 locations, listed below.

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    BBB Accreditation & Rating

    Lowrey Financial Group is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Lowrey Financial Group provides financial services, including personalized retirement planning strategies. The company assists clients with creating plans that manage money and protect assets. This process includes focusing on income creation, managing financial risks, and planning for legacies. They offer a variety of financial options tailored to individual goals, risk tolerance, and resource evaluation. Their structured approach involves a comprehensive analysis, strategic plan implementation, and regular reviews to ensure continued alignment with clients' financial objectives. The business provides services to commercial customers.

    BBB Accredited Since: 5/27/2021

    Years in Business: 14

    Products and Services

    401Ks, Asset Protection, Estate Planning, Fixed Annuities, Index Funds, IRAs, Life Insurance, Long-term Care Planning, Mutual Funds, Retirement Planning Strategies, Stocks, Tax Strategies, Variable Annuities

    Business Details

    Local BBB:
    Better Business Bureau in Eastern MA, ME, RI & VT
    BBB File Opened:
    12/6/2017
    Business Started:
    4/4/2012
    Type of Entity:
    Sole Proprietorship
    Business Management:
    Ms. Victoria Lowrey, Managing Partner
    Number of Employees:
    5

    Additional Contact Information

    Principal Contacts
    Ms. Victoria Lowrey, Managing Partner
    Customer Contacts
    Ms. Victoria Lowrey, Managing Partner
    Ms. Dounia Owaritny, Operations Manager
    Fax numbers
    Other Fax: (855) 318-8387
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Massachusetts Division of Insurance
    One Federal Street Suite 700
    Boston MA 02110
    Phone Number: 617-521-7794; 877-563-4467
    https://www.mass.gov/orgs/division-of-insurance
    Massachusetts Securities Division
    Massachusetts Securities Division
    Boston MA 02108
    Phone Number: 617-727-3548; 800-269-5428
    Fax Number: 617-248-0177
    https://www.sec.state.ma.us/divisions/securities/securities.htm
    [email protected]
    Business Categories
    Retirement Planning Services, Financial Services, Tax Consultant, Financial Planning Consultants, Life Insurance, Investment Advisory Services, Estate Planning and Management, Asset Management

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