About Us


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 just of several 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.

It’s a decision we’ve never once regretted. For along the way, something truly gratifying happened. Our family business got a little bigger. Not just because 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.

Waukesha, Wis. (March 10, 2017) – Jeff Kowal of The Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to Barron’s 2017 list of “Top Financial Advisors” in the United States for the fourth consecutive year. He is one of just 18 financial advisors in Wisconsin named to the prestigious list. Click here to read more.

Waukesha, Wis. (June 17, 2016) – The Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to the 2016 MMAC | COSBE’s Future 50 Companies List. Kowal is one of just 50 select businesses to receive this honor, and the only business that specializes in Retirement Planning. Click here to read more.

Waukesha, Wis. (April 15, 2016) – Jeff Kowal, ChFC, CLU, AEP – President of The Kowal Investment Group, affiliated with Raymond James Financial Services, member FINRA/SIPC, was among the honorees of the annual “FT 400,” a list of leading American financial advisors published by The Financial Times.* The list, which recognizes advisors from national, regional and independent firms, was released on March 31, 2016. Click here to read more.

“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.

For Media Professionals

Contact: Heather Krugler
hkrugler@kowalinvestmentgroup.com
262-522-4040

For Non-Media and General Inquiries 

Contact: Jeff Kowal
jkowal@kowalinvestmentgroup.com
262-522-4040

The Future 50 Program recognizes privately-owned companies in the seven-county Milwaukee region that have been in business for at least three years and have shown significant revenue and employment growth. Raymond James is not affiliated with and does not endorse the opinions or services of MMAC or Park Bank.
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.
The Financial Times 400 Top Financial Advisors” is an independent listing produced by The Financial Times(March, 2016). The “FT 400″ is based on data gathered from firms and verified by broker/dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the “FT400.”