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The Kowal Way

At Kowal Investment Group, we’re just as serious about your retirement as you are – your goals are our goals, and you always come first. When you put your trust in us, you can expect tireless dedication and responsive service – because you’ve earned it. That’s The Kowal Way.

Since our inception, we have always operated under the fiduciary standard of care. Kowal Investment Group’s client-focused philosophy is all about putting your interests ahead of our own.

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Do You Have At Least $500,000 in Retirement Assets? We Can Help You.

When it comes to your retirement, you need a partner that can help you not only manage your current assets, but also help you accumulate additional wealth to support you throughout your future. At Kowal Investment Group, we know how to help clients who are looking to invest a significant amount of retirement assets. We recommend suitable strategies – based on your current assets, risk aversion, and more – to help you reach your retirement goals. Get started.

 

To learn how we help individuals with at least $1 million in retirement assets preserve their legacy, click here.

Our Locations

Waukesha

W238N1660 Busse Road, Suite 100
Waukesha, WI 53188
(262) 522-4040
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Port Washington

110 S. Wisconsin Street, Suite 6
Port Washington, WI 53074
(262) 268-1333
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Madison

6727 Frank Lloyd Wright Avenue
Middleton, WI 53562
(608) 836-5133
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Phoenix

11811 N. Tatum Boulevard, Suite 3031
Phoenix, AZ 85028
(602) 953-7882
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*Congratulations to Jeff Kowal for being named one of America’s Top 1200 Financial Advisors.  Accolades such as Barron’s “Top Financial Advisors” List are independently determined and awarded by their respective publications. Barron’s “Top 1,200 Advisors” is an annual ranking that represents the top 1% of advisors in each state with substantial practices, and includes advisors at major Wall Street corporations as well as independent firms. The rankings are based on assets under management, revenues generated by advisors for their firms, and quality of practices. In evaluating advisors, Barron’s examines regulatory records, internal company documents and extensive questionnaires filled out by the advisors themselves. For more information on a particular rating, please visit their corresponding website.
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