Hear from Our Clients

WHAT THEY ARE SAYING

I can tell you how wonderful my wealth management and retirement planning services are, but wouldn’t you rather hear it from one of my clients? I thought you might.

Insightful & Reliable Strategies to Mitigate Loss

When I finally got around to consolidating my accounts from previous jobs, I realized I needed to pay more attention to my investments. I have a reasonable understanding of how the markets work, but I don’t want to put the time and energy into managing them. Choosing to go with a financial advisor I trust allows me to set myself up for the future without being negatively impacted in the present.  

There are two critical elements to finding the right financial planner: alignment and trust. Joe Dowdall is extremely knowledgeable and capable, which allows him to adjust his approach to align with my goals and comfort levels. Joe has been a game-changer around managing market risk. Although there are no guarantees, his insight into the market has helped me make proactive moves to avoid significant losses. 

Joe was recommended to me by a family member, and I have since recommended him to several friends. There’s no “one size fits all.” Everyone I know is in a unique situation and needs an advisor that’s going to really listen to them. Joe takes the time to get to know you as a person and understand the unique solutions for you.

— Nicole

Financial Confidence With a Trusted Partner

When we realized we did not have the time or expertise to make sure our investments would yield the financial results we needed for a comfortable retirement, we decided to partner with Joe Dowdall as our financial planner. Anytime you allow a third party to manage your money, it simply comes down to trust. Our trust in Joe is based on his education and experience in financial services, and his willingness to listen and understand our unique needs is one of his greatest strengths. Working with Joe has given us peace and confidence that our financial portfolio will be adequate and available to live the lifestyle we desire in our later years. We highly recommend Joe Dowdall’s services as he has done an outstanding job for us as well as for many of our family and friends.

— Jeff & Pam

Authentic, Responsive Service & Friendship

I began seeking help from a financial advisor in 2010. When I met Joe Dowdall, I really appreciated his authenticity, financial knowledge, and responsiveness. I also found a true connection with him. Through my partnership with Joe, I no longer worry about the longevity of my assets; I sleep better at night knowing he’s in charge. I never hesitate to recommend Joe and share the trust that I have in him to family members and friends. Not only is Joe my financial advisor, but after 12 years of working together, I consider him a dear friend.

— Linda

Preservation of Capital With an All-Encompassing Plan

Having worked in the financial markets my entire working career, and with me as the principal wage earner, in my early 50s, my wife, Ronnie, and I (now 68 and 70 years of age) decided we needed help as we headed toward retirement. We met Joe Dowdall around 2007, and he has been our financial advisor ever since. 

We learned that preservation of capital for retired clients is Joe’s most important mission. But he  brings so many critically important tools to our relationship beyond investment, such as modeling and optimizing various investment strategies, understanding and optimizing tax requirements, client household budgeting, health insurance, and long-term healthcare cost and planning, when best to start Social Security, and how to structure pension options. 

Perhaps Joe’s greatest asset, though, is his passion for us as individuals—his desire for us to travel, enjoy our family, and live our life without the worries of financial market fluctuations. For Ronnie and myself, Joe has focused on our top priority of not becoming a financial burden to our kids, and through our partnership, we have confidence and peace that we will achieve this goal. I have found people to be cautious in talking about their investments. But when they do, we talk about Joe and what he has meant to us.

— Rex

Focused & Individualized Attention

In my first career as a translator for a law firm specializing in international estate planning, I learned that planning is best done through an individualized approach. One size does not fit all. I knew achieving my goals and objectives would require a highly educated and dedicated person willing to spend the necessary time.

Unfortunately, my prior advisor was concerned mostly about himself, and when that firm decided to change its relationship with a broker dealer, it forced me to consider the key role loyalty plays in selecting an advisor. Upon first meeting Joe Dowdall, it was clear that he loves what he does. It’s not about numbers unless those numbers work to get me where I want to financially live. Joe made sure to offer information that helped me feel in control, explained the impact of various allocations, and focused on preserving my investments, an important consideration.

My approach in recommending Joe has simply been to give someone his contact information and let them decide for themselves if it’s a good fit. My two sisters are very far apart in age, live in different states, and both have been with Joe for some time now; one of my them introduced her best friend to Joe, and she too has been his client for several years. My daughter wanted someone to handle her investments and offer long-term financial advice; she tells me that Joe “understands” her and will remain her advisor for many years to come. 

I always share with people that Joe is not looking to grow his practice to include hundreds of clients. He wants to understand what is important to the client: their lifestyle, their family, their friends, their career, their retirement, etc. If you prefer a robo-investor relationship, Joe is not for you.

— Carroll

WHAT THEY ARE DOING

If you haven’t already figured it out, I like to develop more than just a financial relationship with my clients. I want to know what is important to you: where you like to travel, how you like to spend your free time…basically, I want to know all about you.

Here’s a peek at what some of my clients have been up to.