Our Qualifications

Lowcountry Retirement Services is headquartered in Mount Pleasant, South Carolina. Lowcountry Retirement Services was formed in 1985 by Jim Grogan and Steve Conte to provide advisory service to individuals and businesses interestec in planning their retirement investments.

In addition to acting as financial advisers to individual and business clients, Jim and Steve serve as an Office of Supervisory Jurisdiction of Multi-Financial Securities Corporation, member FINRA, SIPC. In this capacity they have the supervisory responsibilty for other Reigstered Representatives. While supervising the business activities of those representatives they share the benefit of network relationships and regulatory expertise with their clients. 

Each of Lowcountry Retirement Services' representatives has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are registered and licensed to sell a variety of investment and insurance products. (Please see the associates section of the website for details.)

Lowcountry Retirement Services takes pride in building enduring client relationships with many dating from the 1980s and spanning generations. Lowcountry Retirment Services believes in blending financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.