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Financial Services

 Rely on a professional team with over 50 years of combined financial expertise

dowd-financial-2 Dowd Financial Services, LLC is a full-service financial and employee benefits division of The Dowd Agencies. Combined, our professional staff has more than fifty years of employee benefits and financial planning and advising experience. As a team, they will provide you important information that is accurate, timely and relevant to your needs. Our expertise is broad and covers many business protection needs such as buy/sell agreements to key employee insurance to employee benefit programs to health insurance to designing 401K retirement plans. In addition, we are always objective. Since we have no obligation to promote a particular product or company, you can count on our professional advice to help you make the right choices when it comes to choosing your employee benefits programs.

Take advantage of the Dowd team approach

Today’s world and marketplace is complex and ever-changing. At Dowd Financial Services, we believe it takes a team approach to successfully prepare and secure your financial future. Recognizing that every person and business is different, we meet individual clients’ needs with product choices tailored to every stage of their lives.

Whatever your financial considerations, whether they include yourself, your family or a business, our team of professionals is dedicated to developing the appropriate strategy for your family and your business partners. In doing this, we schedule periodic reviews to review the progress of your financial plans. We alert our clients as to appropriate changes to implement. We also keep you up-to-date on new opportunities

Here is the sampling of the insurance protection programs that we provide:

Note:  *Products and services offered through INVEST Financial Corporation

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Social Security File and Suspend Strategy Ending April 30, 2016

 

Valuable financial services from INVEST Financial Corporation

We offer additional financial services through INVEST Financial Corporation. Included are informative Q&A sessions to help you choose financial coverage that is just right for you. At Dowd, our clients can access the professional and personal strategies of our representatives who are registered with INVEST Financial Corporation. Through continuous training at INVEST, these representatives increase their understanding of the latest financial trends, features and benefits of new financial products. This relationship enables our representatives to make financial recommendations that are consistent with your financial circumstances, risk tolerance and long-term goals. This approach is consistent with Dowd’s belief that our clients’ interests come first and that we succeed by serving you well. For more information about INVEST Financial Corporation, contact us or e-mail: ellie.burns@investfinancial.com INVEST Financial Corporation’s Privacy Policy INVEST Financial Corporation, member FINRA / SIPC and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Dowd Financial Services, LLC or The Dowd Agencies.  #122353 This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice.  You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.  No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1., Representatives of a broker-dealer(“BD”) or investment advisor(“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state’s licensure requirements. 2., Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, orattempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.