Russell G. Lowry, CFP® CRPC® CWM™
100 Northfield Drive, Suite 200
Windsor, CT 06095
860.298.1800
888.921.8455
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Investment Planning

Mutual Fund Investing: It’s a Turnkey Choice

Wondering if investing in mutual funds is the right choice for you? Consider your options here.

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Fixed Annuities: Planning Ahead

No contribution limits. A guaranteed fixed rate of return. Tax-deferred earnings. Find out about fixed annuities for retirement here.

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Variable Annuities: Saving for the Future

Do you want an investment that provides retirement income and a guaranteed death benefit? Consider a variable annuity here.

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Personalize Your Portfolio

Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy best suited to you. Learn more here.

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