THE LOWRY GROUP, INC.
NEWBERRY, FLORIDA

The Lowry Group, Inc., founded in 1978 by Joseph E. Lowry, is a full-service financial services firm headquartered in Newberry, Florida. Established initially in Miami and later relocated to Gainesville in North Florida, the company has remained committed to providing high-quality financial solutions to its clients. In 2005, reflecting the formal positioning of Joseph E. Lowry Jr., the firm officially recognized him as a full partner subsequent to his joining in 2002 and tenure as managing partner since 2008. Together, both Josephs lead the company with a mission focused on delivering personalized financial services. Operating from a base at 12921 SW 1ST RD, Suite 215, Newberry, Florida, The Lowry Group leverages a seasoned team to enhance customer service by offering prompt, professional, and courteous support. The firm’s website, thelowrygroup.com, has been redesigned for mobile compatibility and aims to provide efficient access to financial information and services, catering specifically to clients within the allowed states of AL, AZ, CA, CO, FL, GA, ID, IL, KS, MA, MD, ME, MO, NC, NH, NJ, NY, OH, SC, TX, UT, VA, WA, WV due to state registration regulations. Investments and the services offered are neither FDIC nor NCUA insured and carry inherent risks, including potential loss of principal. Securities transactions are conducted through Commonwealth Financial Network®, a member firm. The organization is registered in Florida under DOS Filing Number 610406 and was incorporated on February 1, 1979, with its most recent annual report filed on March 27, 2024, for the year 2024.