Broker Check

Lowe Financial Services

(407) 862-2077

Products & Services

Investing

At Lowe Financial Services, we recommend analyzing your risk tolerance and evaluating your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run. We work with you side by side so that you're confident in and comfortable with the suggestions we make.

We offer investment products from dozens of the top companies in the marketplace today.

Investment services are offered by John Lowe or Hubert Dumas through their affiliation with HD Vest.

Insurance

We offer the following types of insurance products, again, from the top companies in the marketplace. At your request we shop for the best prices from the best companies.

  • Life Insurance
  • Individual Health Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Medicare Supplements

Income Tax Services

We offer individual Income Tax Preparation either in our office or at your home. No charge for efiling. Call today to schedule your tax return preparation.