Adviser
Jeffrey Low is an experienced tax accountant with a strong background in preparing and filing tax returns for various jurisdictions. Currently employed at The Brattle Group as a Tax Accountant, Jeffrey manages international VAT returns and USA Gross Receipts Tax filings, while also handling Personal Property Tax returns. Previously, as a Tax Associate at Adviser, responsibilities included preparing individual tax returns and assisting with estimates for extended tax filings. At TimePayment, Jeffrey processed business personal property tax bills and prepared electronic returns using specialized tax software. Educational qualifications include a Master of Science in Business Analytics from Northeastern University and a Bachelor of Business Administration in Finance from UMass Amherst.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.