Chase Lowden, Financial Advisor - Merrillville, Indiana

Okay, here’s a comprehensive overview of Chase Lowden, Financial Advisor, presented in a formal and approachable style, suitable for someone seeking professional financial guidance:

Introduction to Chase Lowden – Your Financial Partner

For individuals and families seeking a knowledgeable and dedicated financial advisor, Chase Lowden stands out as an excellent choice. Mr. Lowden operates as a Financial Planner through Airey Financial Planning, a firm committed to providing personalized financial strategies. He offers a supportive and understanding approach, focusing on empowering clients to achieve their long-term financial goals. His commitment to client well-being is evident in the consistently positive feedback he receives.

Location and Contact Information

Chase Lowden’s professional office is conveniently located at 200 W 84th Dr B, Merrillville, IN 46410, United States. Clients can easily reach him by phone at 2197897198. You can also explore his profile and learn more about Airey Financial Planning through their website: aireyfinancialplanning.com.

Specialties and Services Offered

Mr. Lowden specializes in comprehensive financial planning. This encompasses a wide range of services designed to help clients navigate various financial stages of life. He assists with retirement planning, investment strategies, and overall financial management. A key aspect of his approach is a dedication to understanding each client’s unique circumstances and tailoring solutions accordingly. The firm offers both Online Appointments and convenient On-Site Services, catering to diverse client preferences. Accessibility is a priority, with features including a Wheelchair-Accessible Car Park, Wheelchair-Accessible Entrance, and a Wheelchair-Accessible Toilet. It's important to note that an Appointment Required for all consultations.

Client Feedback & Reputation

Chase Lowden’s firm enjoys a remarkably strong reputation, as reflected in its impressive Average Opinion of 4.9/5 based on 12 reviews on Google My Business. The consistent high ratings strongly suggest a commitment to client satisfaction and a genuine desire to deliver valuable advice. It’s clear that clients appreciate his ability to simplify complex financial concepts and instill confidence in their financial futures. The positive comments frequently highlight his patience, thoroughness, and ability to explain strategies in a clear and accessible manner. Furthermore, a demonstrated proficiency in Spanish adds an additional layer of accessibility for a wider range of clients.

Key Characteristics & What to Expect

• Personalized Approach: Mr. Lowden prioritizes understanding individual goals and circumstances.
• Comprehensive Planning: Services extend beyond simple investment advice to encompass a holistic view of financial well-being.
• Accessible Services: Online and on-site options cater to diverse needs.
• Commitment to Accessibility: The firm ensures facilities are welcoming and inclusive.

Conclusion & Recommendation

Based on the positive feedback and the breadth of services offered, Chase Lowden presents a compelling option for anyone seeking a reliable and dedicated financial advisor. His focus on client comfort, combined with his expertise in financial planning, creates a supportive environment for achieving long-term financial success. We strongly recommend visiting the Airey Financial Planning website – aireyfinancialplanning.com – to schedule an appointment and discuss your specific financial needs. Let Chase Lowden help you build a secure and prosperous future.

👍 Reviews of Chase Lowden, Financial Advisor

margaret P.

5/5

Great advice for my husband’s retirement plans. Had no idea what to do and he took the time and care to advise exactly what we need.

Jaylyn T.

5/5

I went to Chase about a month ago for help with managing my finances better! I was completely overwhelmed on where to start but he was super helpful with discussing numerous options to improve my money management skills. I felt comfortable with Chase and left feeling more confident with finances. He was awesome! Not to mention, he knows a great deal of Spanish 👍🏼 THANKS CHASE!

Ashley K.

5/5

Chase is an extremely knowledgeable and personable financial advisor. His expertise shines through in his explanations and depth of knowledge when I have questions, but he also makes the information and concepts easily accessible since his explanations are easily comprehendible. I feel very comfortable asking any question because I know it won’t be labeled as a dumb one. Chase makes sure to double-check for understanding, and I know that he genuinely cares about his clients. He’s always one step ahead with checking in, scheduling quarterly meetings, and helping me see options I didn’t know existed or didn’t fully understand. With his keen eye in financial and economic matters combined with his genuine compassion, I know that Chase always has my best interests at heart coupled with a strategic plan not only for my present circumstances but for my best future as well.

Karen R.

5/5

I wanted a hospital indemnity policy. I met with Chase Lowden. He was knowledgeable on a variety of policies. He explained the benefits of each and helped me chose a policy that would best meet my needs. Chase was patient and clear with explanations. He was also willing to accommodate my schedule for meetings. I had a very positive experience.

Shelly P.

5/5

I went to Mr. Lowden for advise on my financial planning. Mr. Lowden was extremely patient answering my questions and explained in detail so I understood. My husband and I felt extremely comfortable talking openly about our life planning with him. Chase is not only professional, private, extremely knowledgeable, but also dedicated to making sure all our needs were met. I would highly recommend speaking with Chase Lowden for questions regarding life insurance, long term care insurance, Roth IRA's, Annuities or anything other financial needs or questions you might have, even if you don't know how to start, he will easily guide you!!

Luis F.

5/5

Just recently met with chase for financial advice. He is very knowledgeable and explains everything with great detail so you’re not lost if you’re not familiar with financing. Would highly recommend if you need guidance!

Lois K.

5/5

Amazing!!!
I am so glad I found Chase.
He goes above and beyond.
Knowledgeable, honest, goes above and beyond. Treats you with kindness, respect and integrity.
Thank you Chase for all your help

Storm L.

5/5

Very professional and helpful. He even allowed me to have my son in the office for our appointment. Highly recommend.