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Marc Lowe (CFP®)

Marc Lowe focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

Retirement Income Generation Medicare Choice Guidance Social Security Optimization Tax Mitigation Strategies Charitable Gifting Planning Business Exit Planning

Additional Information

Empowering, Pre-Retirees, Small Business Owners & EB Employees

NAPFA Start Date

January 17, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

125 Eugene O'Neill Drive, Suite 140 New London, CT 06320 Phone: (860) 333-5131
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