Jeff Kowal Named a Top Financial Advisor by Barron’s for Fourth Consecutive Year
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.
“To be acknowledged for a fourth year amongst this group of highly‐respected advisors is wonderfully affirming and is extremely gratifying for our entire team,” said Kowal, President of Kowal Investment Group. “When you combine a vision of providing unbiased, objective and impartial advice with a group of highly motivated, experienced professionals dedicated to client service, the sky is the limit.”
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.
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 TheKowalWay.com.
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. This award is bestowed by an independent third party organization not affiliated with Raymond James. This award does not ensure future investment performance and may not be indicative of individual clients’ experience.
About Kowal Investment Group
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. Jeff Kowal, ChFC, CLU, AEP – President, his son Aaron Kowal, CFP® – Managing Director/Senior Financial Advisor, 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 Investment Group a prestigious reputation in Southeastern Wisconsin.