Jeff Kowal Named a Top Financial Advisor by Barron’s for Third Straight Year

Waukesha, Wis. (March 21, 2016) – Jeff Kowal of The Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to Barron’s 2016 list of “Top Financial Advisors” in the United States for the third consecutive year. He is one of just 18 financial advisors in Wisconsin named to the annual list, and the only honoree that specializes in Retirement Planning.

“I’m extremely pleased to be included once again on the prestigious Barron’s list,” said Kowal, President of Kowal Investment Group. “It’s a reflection of our dedication to the work we do for our clients, and validates our core philosophy that when our clients do well, we do well.”

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.

Barron’s is a weekly publication that covers U.S. financial information, market developments, and relevant news and statistics. Founded in 1921, it is published by Dow Jones & Company, which also publishes The Wall Street Journal.

Kowal Investment Group is a family-owned advisory firm that works closely with those who are at or near retirement age to develop and manage a thoughtful, highly personalized financial plan for life after work. Jeff Kowal, ChFC, CLU, AEP – President, his son Aaron Kowal, CFP® – Managing Director and their team have a strong reputation for delivering knowledge, insight and superior customer service. Their highly-focused approach to Retirement Planning, which they call The Kowal Way, has been refined over decades and has earned Kowal a reputation for being “The Retirement Specialists” in Southeastern Wisconsin.

The Kowal Investment Group, LLC is an Independent Registered Investment Advisor located at W238 N1660 Busse Road, Suite 100, in Waukesha, Wisconsin. For more information on the Kowal Investment Group, call (262) 522-4040 or visit

Note: Accolades such as Barron’s “Top Financial Advisors” List are independently determined and awarded by their respective publications. For more information on a particular rating, please visit their corresponding website.

Heather Krugler
Kowal Investment Group, LLC
(262) 522-4040