Scott Lowery-Raymond James is a financial advisory firm located in Northville, MI. Led by Scott Lowery, a Certified Public Accountant and Personal Financial Specialist, the firm offers a wide range of investment services and alternatives to help clients achieve their financial goals. With a holistic approach to financial planning, Scott specializes in portfolio management, insurance analysis, tax planning, and retirement planning, providing clients with a comprehensive and personalized experience.
Scott's dedication to service sets him apart from his peers, and his background in both income taxes and investment management allows him to provide a more complete financial planning experience. With a focus on developing, implementing, and monitoring appropriate financial plans based on clients' goals and objectives, Scott aims to assist his clients in meeting their financial needs. Whether it's through attending education conferences or staying up-to-date with industry trends, Scott is committed to continuous learning and enhancing his expertise to better serve his clients.
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