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Virgil R. Lowe, CFP

Virgil R. Lowe, CFP

Location

2020 W War Memorial Dr, Ste 301 Peoria IL United States 61614

Opening Hours


Parking : Private Lot


About Business

Our mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice.

Specialties:
• Retirement Planning Strategies
• Estate Planning Strategies
• Women's Financial Strategies
• Charitable Giving
• Wealth Preservation Strategies

Designations:
• CERTIFIED FINANCIAL PLANNER practitioner
• Accredited Portfolio Management Advisor
• Chartered Financial Consultant
• Chartered Life Underwriter
• Accredited Asset Management Specialist
• Accredited Wealth Management Advisor
• Member of the National Association of Estate Planners & Councils, Cleveland, OH
• Member of the Financial Planning Association

I am licensed and registered to conduct business in IL.
Based on licenses and registrations we may also conduct business in CO, CT, IA, FL, GA, AZ, KS, TN, MS, MN, OK, MD, NC, NY, TX, PA, IN, MO, WA, MI, OH, WI, CA, VA, SC.

Honors and Awards:
Ameriprise Circle of Success, 2005-2006, 2011-2014

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While we appreciate the support of our clients, we cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services we provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact us directly. Please visit www.ameriprise.com/social for more important disclosures and information.


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