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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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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
Check the background of this firm on FINRA’s BrokerCheck
*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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