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The Kowal Way

With millions of baby boomers leaving the workforce each year, it’s no surprise that you’re hearing more and more investment advisors promising that they can help you plan for retirement. Who can blame them? Following the market makes good business sense. And yet, almost without exception, retirement planning is but one of the several and various services these advisors offer. At Kowal Investment Group, we’re different. Nearly three decades ago, we decided to focus exclusively on helping our clients plan and build the retirement they’d been working for – and dreaming of – their whole lives. We didn’t do it to fill a “niche”. We did it because something as important as your quality of life after work deserves a focused and dedicated team. And we’ve never once regretted our decision. For along the way, something truly gratifying happened. Our family business got a little bigger. Not just on account of the fact that our clients came to see us as an honorable, responsive, and forward-thinking partner. But because the families we’ve helped have become a part of ours. We’d like to think we’ve become a part theirs, as well. Our clients come first-it’s always been that way. That’s the Kowal way..

Our Locations


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

Port Washington

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


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


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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