The DOL Fiduciary Rule: What You Need to Know

30 years ago, Kowal Investment Group was founded on the principle that the client always comes first. Since its inception, Kowal Investment Group has acted under a fiduciary standard of care, elevating our client’s needs before our own. Our firm is governed by strong values of respect, honesty and communication, which serve as the foundation for the success of our team and our clients. Because of our true client-focused philosophy, our clients can turn to […]

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Kowal Investment Group brings retirement-focused planning to Madison

MADISON, Wis. (October 7, 2016)―When Jeff Kowal went into business back in 1987, he made the decision that he would concentrate solely on helping his clients plan for and build the retirement of their dreams. Three decades later, Kowal Investment Group is widely recognized as one of the top advisory firms in the state of Wisconsin, and has been instrumental in shaping the post-work financial picture of thousands of families. The firm, which is based […]

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