top of page
Adirondack chairs by a white shed overlooking a pond

Looking forward to the

golden years?

We can help you grow

into retirement

Red farm buildings and silo reflected in a calm pond.

You don't have to wait for

your future to come to you.

Start investing in your

future today

Paved road beside a white fence and green trees

Life brings the unexpected.

Let us help you prepare

for your family's

financial future

Icon of two people silhouettes

Bryan Dowell is an Investment Advisor Representative registered with Kovack Advisors, Inc. and offer securities through Kovack Securities Inc. Member FINRA/SIPC. His forte is his sensibility toward client goals and needs, as well as his ability to give clear advice and foster honest relationships. Kovack Securities is one of the fastest growing and most prestigious independent broker/dealers in the United States.

Icon of a hand holding a dollar coin

The investment climate today has never been more challenging. To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation, and a relationship with a trustworthy representative who has a clear understanding of their needs.

Icon of two interlocking gears with circular arrows

DFS pays attention to what's important to you, taking the time to listen and understand your goals and needs. DFS identifies what money really means to you: a new home, a comfortable retirement, a good education for your children, or just being able to afford those things that give you joy.

♦

Your Money, Your Plan!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.

DFS_Logo

Get in touch about our services
Call Us: 410.257.5449

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck