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Daniel Sowa
Director at Sowa Financial
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Work Experience
Director
Jan 2015 - Present · 10 years
Assistant Branch Manager
2013 - 2014 · 1 years
Assistant Branch Manager
2010 - 2013 · 3 years
Company Details
2-10 Employees
Sowa Financial Group, Inc. is a Registered Investment Adviser, and our team of CERTIFIED FINANCIAL PLANNER™ Professionals act as fiduciaries, holding them to the highest industry standard of conduct to act in the best interest of our clients. Our firm has been operating for 30 years with a mission to empower individuals in our community to become smarter, more competent money managers, and to help them realize their retirement goals. With custom portfolio design, your advisor works with you to build an asset management strategy that is a unique reflection of you, accounting for your risk tolerance, investment objectives, and short and long term goals. Your plan is actively managed on an ongoing basis and built to respond to changes in market and economic conditions, as well as changes in your personal circumstances. Your advisor is your advocate, working closely with you to help you make informed, intentional decisions about your money and the choices that it creates. Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc. are separate and unrelated to Commonwealth. Sowa Financial Group 14 Breakneck Hill Road Suite 202 Lincoln, RI 02865. this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IN, KS, MA, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Year Founded
2000
Social Media
Linkedin
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
14 Breakneck Hill Road Suite 202 Lincoln, RI 02865, US
Keywords
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