Business Details
21 Years
experience
Your Trusted Partner for Financial Planning Solutions
Lowrey Financial Group is an independent financial services firm with over two decades of experience dedicated to helping individuals and families achieve financial confidence. Our mission centers on creating personalized financial strategies that address retirement planning, tax optimization, asset protection, and legacy building. Through our proprietary Financial Confidence Plan, we take a holistic approach to analyze clients' complete financial landscapes, incorporating market trends, healthcare needs, and estate planning considerations. Our team of licensed professionals delivers fiduciary-standard advice tailored to each client's unique goals and values.With offices in Hingham, Beverly, and Waltham, Massachusetts, we maintain deep local roots while serving clients across New England. Our commitment to excellence is demonstrated through ongoing client education, proactive guidance, and comprehensive financial solutions designed to withstand economic uncertainties. We believe financial planning should empower clients rather than overwhelm them, which is why we focus on transforming complex financial concepts into clear, actionable strategies.
Services
Retirement Planning
Tax Strategies
Estate Planning
Life Insurance
Long-Term Care Planning
Investment Management
Social Security Guidance
Portfolio Analysis
Wealth Preservation
Financial Risk Assessment
Details
- Year established: 2005
Highlights and features
- We offer a patented five-step Financial Confidence Plan tailored to individual needs
- Our fiduciary-standard advisors prioritize client interests above all else
- We maintain local offices in Hingham, Beverly, and Waltham for personalized service
- Our team includes licensed professionals with decades of combined experience
- We provide comprehensive solutions addressing retirement, tax, and legacy planning
Services
Retirement Planning
We create personalized retirement strategies that blend smart investing with reliable income planning. Our approach considers market volatility, healthcare needs, and lifestyle goals to ensure financial security throughout retirement. Clients receive customized withdrawal plans and future need projections while maintaining fiduciary-standard guidance.
Tax Strategies
Our tax planning services focus on minimizing liabilities through strategic income structuring and Roth conversions. We help clients navigate complex tax laws while aligning investment decisions with overall financial goals. The approach emphasizes long-term tax efficiency for retirement accounts and estate transfers.
Estate Planning
We develop tax-efficient legacy plans that protect wealth and ensure client wishes are honored. Our services include beneficiary coordination, trust planning, and estate tax reduction strategies. We work with legal professionals to create comprehensive plans that avoid probate and support charitable giving objectives.
Long-Term Care Planning
Our planning addresses rising healthcare costs through customized long-term care solutions. We analyze hybrid policies and funding options to protect assets while preparing for potential healthcare needs. The approach integrates with overall retirement strategies to maintain financial stability.
Investment Management
We provide disciplined investment management focused on diversification and risk management. Our approach includes ongoing portfolio monitoring and transparent fiduciary advice tailored to individual risk tolerance and financial goals. The strategy emphasizes long-term growth while maintaining asset protection.
People
Victoria Lowrey
Co-Founder, CEO & Director of Operations
Victoria Lowrey leads Lowrey Financial Group with two decades of financial planning experience. Holding an MBA in Management and fluent in five languages, she continues her late husband's legacy by empowering clients to take control of their financial futures through personalized strategies.
Jimmy Sullivan
Licensed Financial Professional
Jimmy Sullivan brings finance expertise from Roger Williams University's Gabelli School of Business. A Massachusetts native, he focuses on retirement planning while maintaining strong community connections. His approach emphasizes collaborative teamwork and client-centered financial solutions.
Dounia Owaritny
Operations Manager
Dounia Owaritny manages operations with a Penn State finance degree and multilingual communication skills. She streamlines daily processes while maintaining a client-focused approach. Her background in finance and operations ensures efficient service delivery across all client interactions.
Elias Levy
Creative Project Manager
Elias Levy leads creative strategy with eight years of digital communication experience. He translates complex financial concepts into engaging content while maintaining strategic alignment with the firm's educational mission and community values.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, tax optimization, estate planning, long-term care strategies, and investment management tailored to individual client needs.
How are your financial planning strategies personalized?
Our patented five-step Financial Confidence Plan analyzes your complete financial situation, incorporating market trends, healthcare needs, and legacy goals to create customized solutions.
Do you work with clients outside New England?
While our offices serve Massachusetts residents directly, we provide financial planning services to clients across the New England region through virtual consultations and local office visits.
What makes your firm different from other financial advisors?
We combine fiduciary-standard advice with local expertise and a holistic approach that addresses all aspects of financial security, including retirement income, tax planning, and legacy protection.
How much does financial planning cost?
Our services operate on a transparent fee structure based on the complexity of your financial situation. We discuss all costs during your initial consultation before beginning any work.
How can I schedule a consultation?
Contact us through our website form or call 781-385-7263 to schedule a complimentary consultation with one of our licensed financial professionals.
Reviews (1)
Jim Pajak
Aug 02, 2019
Report
Jake is a wonderful financial advisor and a great person. He was a tremendous help to my 91 year old mother when she needed to enter an assisted living facility. He helped her apply for and receive the Veteran's benefit she was entitled to because my father was a World War II combat vet. Needless to say there were no big commissions in this transaction. But Jake was with us every step of the way, and we could not have done it without him. He is a good-hearted professional!
