Kowal Investment Group Named to the 2017 Inc. 5000 List

Firm recognized as one of the fastest-growing privately held companies in America.

WAUKESHA, Wis. (September 29, 2017) ― Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to Inc. Magazine’s 36th annual Inc. 5000 list, a ranking of the nation’s fastest-growing privately held companies. This prestigious list has become the hallmark of entrepreneurial success and innovation.

The honor comes as Kowal Investment Group celebrates 30 years of engaging with individuals in the southeastern Wisconsin area to design and implement personalized retirement plans with a focus on individuals at or near retirement. The team at Kowal Investment Group provides personalized attention to each client and diligently works to provide the direction needed to help them retire well.

The list reflects the firm’s rapid growth and strategic acquisitions, including the acquisition of The Hayward Group based in Madison, Wisconsin.

“I’m proud of Kowal Investment Group and our continued growth and success in our industry,” said Jeff Kowal, president of Kowal Investment Group. “I look forward to continuing our path of steady growth while maintaining our client-focused philosophy to help ensure our clients are on the path toward the retirement they deserve.”

The 2017 ranking of Inc. Magazine’s Inc. 5000 list, is based on the percentage of revenue growth over a three-year period, 2013 to 2016. To qualify, companies must have been founded and generating revenue by March 31, 2013. They had to be a U.S.-based, privately held, for profit, and independent – not subsidiaries or division of other companies. The minimum revenue required for 2013 was $100,000. The minimum revenue required for 2016 was $2,000,000. Inc. Magazine reserves the right to decline applicants for subjective reasons.

Kowal Investment Group, LLC is 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.

Kowal Investment Group is a family-owned practice 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.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Kowal Investment Group, LLC, and The Hayward Group are not registered broker/dealers and are independent of Raymond James Financial Services. This award is bestowed by an independent third party organization not affiliated with Raymond James. This award does not ensure future investment performance, is not an endorsement, and may not be indicative of individual clients’ experience.

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