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WHAT WE DO

For over two decades, Bowles Financial & Insurance Group with our advisors have been in our community assisting individuals and families like yours in achieving their life ambitions. Each of our clients has varying financial goals and objectives, which result in diverse financial planning and wealth management needs. Our aspiration is to provide you with a comprehensive roadmap to meet those needs.

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WHO WE ARE

Our firm was founded with three words in mind, Knowledgeable, Caring, Guidance. At Bowles Financial Group we strive to bring the knowledge our clients seek, and with it, integrity and an unwavering commitment to advance our client’s financial security. Our purpose is to provide you with the solutions that simplify your financial life and put you on the road to financial freedom and, most importantly, keep you there.

WHY WE ARE DIFFERENT

 We at Bowles Financial Group maintain a culture of excellence and integrity in all that we do and say.
By adhering to the highest fiduciary standards and acting in the best interest of you our client 100% of the time. The recommendations we make are part of a collaborative process that integrates multiple perspectives and areas of expertise. There is no substitute for the skills and judgment that come from having decades of hands-on experience managing money.

COORDINATION

Our unique approach, developed and refined over nearly three decades, has been designed to address all aspects of your financial situation. Our advisors accomplish this through the total wealth management of accumulation, conservation and distribution of your wealth. We believe that the components of your financial life need to be carefully and comprehensively coordinated on an ongoing basis with the assistance of a dedicated, knowledgeable, and experienced advisor. 

A BOUTIQUE FIRM WITH BIG FIRM CAPABILITIES

  • We are a firm that controls its own destiny by remaining independent. We are not owned by a brokerage firm, bank, credit union or insurance company where conflicts of interest may exist.
  • Dedicated fiduciary advisors who are knowledgeable, credentialed, and experienced.
  • A firm with no proprietary products or programs. There is never any pressure to sell certain investments or push particular strategies as we have no economic incentive to recommend certain investments.
  • Recommendations that are based solely on merit, free from any hidden incentives or corporate agenda and no conflicts of interest.
  • The freedom to choose from a wide range of investment options, and the ability to tailor our advice based on what’s best suited for you.

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