Kowal Investment Group Named to
“MMAC | COSBE’s Future 50” Companies List

Waukesha, Wis. (June 17, 2016) – The Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to the 2016 MMAC | COSBE’s Future 50 Companies List. Kowal is one of just 50 select businesses to receive this honor, and the only business that specializes in Retirement Planning.

“We’re thrilled to be recognized for our success on such a prestigious list,” said Aaron Kowal, Managing Director of Kowal Investment Group. “Kowal’s continued growth is the result of our unyielding dedication to the work we do for our clients.”

Sponsored by the Metropolitan Milwaukee Association of Commerce and selected by the Association’s Council of Small Business Executives, the annual “Future 50” List recognizes privately-owned companies headquartered in the seven-county Milwaukee region that have been in business for at least three years and have shown significant revenue and employment growth. This year’s Future 50 companies earned $1.19 billion in 2015 total revenue, a 17% increase year-over-year.

COSBE is the MMAC’s Council of Small Business Executives, representing member companies with 1-300 employees. The COSBE has conducted the Future 50 program since 1988. Kowal Investment Group will be recognized as a 2016 Future 50 winner for the Group’s achievements at the annual awards luncheon in September.

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, 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 respectable reputation in the greater Milwaukee and Phoenix markets.

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

Accolades such as “MMAC | COSBE’s Future 50” 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