Financial Advisors
Harrisonburg, VA
Joshua Lowe is a CFP® Certified Financial Planner at Edward Jones in Harrisonburg, VA, specializing in retirement planning, investment management, wealth strategies, and financial planning for entrepreneurs and business owners. He helps clients with employee stock options, charitable giving strategies, and major financial life events. Lowe accepts new clients and offers complimentary introductory consultations to discuss personalized financial strategies.
Ideal for: Entrepreneurs and business owners, Pre-retirees and those planning retirement, High-net-worth individuals, Business executives with stock options
Service area: Harrisonburg, VA and surrounding areas
CFP® Certification: Joshua Lowe holds the Certified Financial Planner credential, demonstrating advanced training and expertise in comprehensive financial planning.
Entrepreneur & Business Owner Focus: Specializes in financial strategies tailored to entrepreneurs and business owners, including employee stock option planning and business succession considerations.
Comprehensive Service Range: Offers guidance across retirement savings, wealth strategies, charitable giving, and major financial life events through a full-service advisory approach.
Address: 41 Court Square, Harrisonburg, VA 22801
Phone: (540) 433-4907
Website: edwardjones.com
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