LOWRY FINANCIAL ADVISORS, INC.
NEWBERRY, FLORIDA

LOWRY FINANCIAL ADVISORS, INC., founded in Miami, Florida, in 1978 as The Lowry Group, Inc., by senior partner Joseph E. Lowry, is a premier investment advisory firm specializing in providing exceptional financial services. Originally relocated to Gainesville in North Florida in 1979, the company formally established LOWRY FINANCIAL ADVISORS, INC. in 2000 and registered as an Investment Adviser in 2004. This registration reflected Joseph E. Lowry, Jr.'s role as a full partner, highlighting his promotion to managing partner by 2008. Together, Joe Sr. and Joe Jr., collaborate closely to offer personalized service tailored to the specific needs of their clients. The firm is committed to the highest quality support with an experienced staff dedicated to providing prompt, courteous, and professional services. The advisory communication is limited strictly to residents within certain U.S. states due to regulatory requirements, emphasizing that investment products are neither FDIC- nor NCUA-insured and carry inherent risks, including potential loss of principal. LOWSY FINANCIAL ADVISORS, INC.'s enduring success stems from its ability to thoroughly understand client concerns and objectives, crafting tailored plans to meet individual financial goals. The company has maintained a solid operational presence with a mailing address at 12921 SW 1st Rd., Suite 215, Newberry, FL, and is contactable via their main offices at (352) 333-7990 or toll-free at (800) 474-1681. Detailed records as of March 27, 2024, reflect the company's compliance with regulatory filings in Florida under Filed Number P00000073023. As a testament to its leadership and governance, officers include Joseph E. Lowry as President and Vice President, alongside his son, Joseph E. Jr., reinforcing the firm’s familial commitment to client-centric financial advisory services.