MML Investors Services
42yrs
Top advisor by experience in Waterford
10yrs
Marc Lowe
Financial advisor at IN the Money Retirement Planning Limited Liability
Marc Lowe has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Waterford, Connecticut. Marc has been with IN the Money Retirement Planning Limited Liability since 2025; before that, Marc spent four years at Fisher Investments and three years at Charles Schwab & CO.. Marc holds the CFP® designation.
One of 19 advisors with offices in Waterford, and one of 19 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office161 Boston Post Rd. Suite 4 Office 5, Waterford, CT 06385
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$132,761
States licensed ?1 state
Services through IN the Money Retirement Planning Limited Liability
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – now
- 2020 – 2024Fisher InvestmentsPreviously
- 2017 – 2020Charles Schwab & CO., Inc.Previously
Contact Marc
(860) 333-5131IN the Money Retirement Planning Limited Liability main office 161 Boston Post Rd. Suite 4 Office 5Waterford, CT 06385Office · Get directions Instagram pageIN the Money Retirement Planning Limited Liability
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Questions to ask Marc
Tailored to Marc’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Marc
How do I contact Marc?
Call IN the Money Retirement Planning Limited Liability at (860) 333-5131 and ask for Marc Lowe. Marc works from the Waterford, CT office.
How long has Marc been a financial advisor?
Marc has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Marc hold?
Series 66. Tap any license on this page to see what it allows.
Is Marc a fiduciary?
Marc is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marc paid?
IN the Money Retirement Planning Limited Liability reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Marc for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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