Investment Strategies

Eric McDowell

IRA’s – College Funding – Retirement Planning Strategies

The Coup Agency is happy to offer a full portfolio of investment options through Coup Advisor and Registered Representative, Eric McDowell. While developing a customized financial program, Eric is happy to walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax management
Investment management
Retirement strategies
Estate conservation
Insurance and annuity products

If you’d like more information about Eric McDowell’s Investment services, click here:

Eric McDowell’s Investment Services

*Eric McDowell is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, One National Life Dr, Montpelier, VT 05604 (800) 334-7437. The Coup Agency and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.