Joe Dowdall, CFP , RICP , CRPC , CCFC , MBA

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 hes 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.
May 2nd, 2022

I am delighted to share my outstanding experience with Joe Dowdall, an exceptional financial planner whose expertise and dedication have greatly benefited both myself and my clients. Joe has consistently demonstrated unparalleled acumen and proficiency in all areas of financial retirement planning, making him an invaluable resource in the industry. I'm consistently impressed by Joe's remarkable ability to assist retirees in creating sustainable retirement income and achieving their financial goals. From the moment I first engaged with Joe, I was immediately impressed by his depth of knowledge and genuine passion for helping individuals secure their financial future. His unwavering commitment to delivering personalized and comprehensive financial solutions is truly commendable. Joe's ability to navigate the complexities of retirement planning is remarkable. He possesses an exceptional understanding of the ever-changing financial landscape, enabling him to provide insightful guidance that is tailored to each client's unique circumstances. His attention to detail and thoroughness in assessing financial goals and risks are unmatched, instilling confidence and peace of mind in those he advises. What sets Joe apart is his unwavering dedication to his clients' success. He takes the time to listen attentively, ensuring a deep understanding of their financial aspirations and concerns. With his patient and empathetic approach, Joe creates an environment that fosters trust and open communication. He is genuinely invested in his clients' well-being, consistently going above and beyond to provide guidance and support. Joe's ability to simplify complex financial concepts and present them in a digestible manner is truly impressive. He possesses excellent communication skills and has a knack for making even the most intricate financial details accessible and understandable to all. This unique talent allows clients to make informed decisions with confidence, empowering them to take control of their financial future. In addition to his exceptional expertise, Joe's professionalism and reliability are second to none. He consistently delivers timely and accurate information, ensuring that clients are well-informed at every step of the planning process. Joe's integrity and ethical approach to his work are truly commendable, making him a trusted and respected figure in the field. I cannot recommend Joe Dowdall highly enough. His remarkable acumen, dedication, and genuine care for his clients make him an invaluable asset in the realm of financial planning. Whether you are seeking retirement guidance or comprehensive financial advice, Joe is the person you can trust to provide exemplary service and support. He is undoubtedly a true gem in the industry. Thank you, Joe, for your unwavering commitment to excellence and for positively impacting the lives of countless individuals through your exceptional financial planning services. 1. #FinancialPlanningExcellence 2. #TrustedAdvisor 3. #ExpertRetirementPlanning 4. #ClientSuccessStories 5. #retirementincome
Aug 10th, 2023

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, it was clear that he loves what he does. Its 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 its 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.
Mar 6th, 2023

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 Dowdalls services as he has done an outstanding job for us as well as for many of our family and friends.
May 9th, 2022