Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Expert financial planning that is comprehensive, flexible and adapted to the client's individual needs, wise and compassionate counsel, transparent information that is tailored directly to each individual client. Sound knowledge of the markets as well as all aspects of financial planning. A friendly approachable service and atmosphere.
I always leave feeling confident in the decisions I have made.
Four generations of successful financial planning and advice.
They have been a Godsend to me and my family, especially during a very low time of my life. In 2016 they helped me untangle the web of what I needed to do when my husband passed away. There were many transactions and financial investigations that needed to be sorted through. Lowe & Associates went beyond the call of duty and have helped me get my finances in order. It was and still is such a relief knowing that they have my back, are looking at all areas of my financial world and giving advise where and when I need her expertise. I am most confident recommending Lowe & Associates, they are very professional and extremely pleasant to deal with. I feel that I can talk to them about anything and they always have time for me.
Lowe & Associates has been my financial team since 2014 and since then, have been valuable advisors to me. They have resourcefully guided me to follow the best financial path with high competence. I definitely recommend Lowe & Associates to any one who is looking to have a safe financial future.
At Lowe & Associates, we are committed to putting clients front and centre of all that we do. We’re happy to share what clients think of our team.
Key Driver Score: 97.4%
|Asked you the right questions to better understand your financial needs.||100%|
|Clearly explained the benefits of the products they were offering to you.||100%|
|Genuinely cared about you and your needs.||100%|
|Tailored a solution to meet your needs at this stage of your life.||100%|
|You always learn something valuable from your IG Consultant.||87.0%|
Based on feedback from those surveyed in 2020.