With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help you take the necessary steps toward making your retirement match up with the one you’ve always dreamed of.

Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

At Kowal Investment Group, we’re well aware that the best things in life aren’t things you can buy, but it takes having enough money to afford the freedom to be able to enjoy them. Whether it means spending more time with family, travelling around the world, or just enjoying the beauty each day brings – your goals are our priority.

Making Your Family’s Future Our Family’s Business

As a family-owned firm with 30 years of experience, our clients turn to us with confidence to help plan and build the retirement they have been working so hard to achieve. Getting to know each client personally, we treat you like part of our family, working diligently to help provide the direction you need to get the most out of your life’s savings and investments.

This is why we chose – years ago – to focus on assisting in the critical transition into this new stage of life – making your family’s future our family’s business.

Why $500K?

When it comes to investments, our clients trust us to help guide them toward their long-term financial goals. For more than 30 years, we have helped individuals with at least $500,000 in retirement assets accumulate and manage their wealth through suitable financial strategies. Our experience allows us to recommend the appropriate investments for each client on an ongoing basis, developing personalized plans and making sure we always know the right next step for our clients.

Giving Back

“The Kowal Way” not only means putting our clients first, but it means supporting the communities in which we live and work. We pride ourselves on being an active part of the community. Our philanthropic efforts support causes that are meaningful to our employees and clients.

Raymond James is not affiliated with and does not endorse any of the listed charities.

Contact Us

For Media Professionals

Contact: Heather Krugler

For Non-Media and General Inquiries 

Contact: Aaron Kowal