Join Us at Our Upcoming Lunch & Learn Events!

Are you prepared to live the retirement you’ve always wanted? Register today for one of our roundtable events featuring Aaron Kowal, CFP®, Managing Director/Senior Financial Advisor of Kowal Investment Group. Learn how to solidify your personal retirement plan to help ensure you are on the path toward the retirement you deserve. Leave with insights into what it takes to create a successful retirement plan and learn about the variety of steps you can take to […]

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Aaron Kowal Named to Forbes List of America’s Top Next Gen Wealth Advisors

Award recognizes industry’s future leaders committed to their client’s best interests. Waukesha, Wis. (August 24, 2017) – Aaron Kowal, CFP®, of Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to the Forbes list of America’s Top Next Generation Wealth Advisors, a ranking of the nation’s top millennial advisors born in 1980 or later. He is one of just nine financial advisors to be recognized for the state of Wisconsin. Aaron joined the firm […]

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Jeff Kowal Named a Top Financial Advisor by Barron’s for Fourth Consecutive Year

Jeff Kowal of The Kowal Investment Group, headquartered in Waukesha,

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