Kowal Investment Group Moves to Brookfield
At Kowal Investment Group, we understand that embracing change is key to providing our clients with the excellent service they’ve come to expect. That’s why we’re thrilled to announce that we’re moving our office from Waukesha to Brookfield to better serve our Southeastern Wisconsin clients!
A New Home for Enhanced Services
From February 26th to March 1st, our Waukesha office will transition to a new address at 17775 West Bluemound Road, Brookfield. This move is not just about changing locations; it’s about upgrading our capabilities and expanding our reach. The Brookfield office, along with our existing locations in Delafield, Port Washington, and Racine, positions us to serve our clients in Southeastern Wisconsin better than ever before.
Our new headquarters is designed with you in mind, featuring more meeting space, ample parking, and improved accessibility.
Continuous Service Through Transition
We recognize that transitions come with their own challenges. To ensure a smooth move, we’ve taken measures to maintain uninterrupted service.
Although we may not be able to accommodate walk-in services during this period, our team remains dedicated to being available for you. We’re here to answer your questions, manage your accounts, and provide the advisory services you need.
From Waukesha to Brookfield
If your review meetings were previously held in Waukesha, we look forward to welcoming you to our new Brookfield location.
We’re excited about the future and the possibilities that our new office brings. As always, we appreciate the opportunity to work with you. Your partnership is the cornerstone of our success, and we look forward to continuing to support your financial journey from our new home in Brookfield.
If you have any questions about the move or require assistance with your accounts, please don’t hesitate to reach out to us at 262-522-4040. Your peace of mind is our top priority, and we’re here to ensure a smooth transition for all.
Disclaimer:
Kowal Investment Group, LLC (“Kowal”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). Kowal provides investment advisory and related services for clients in State of Wisconsin and other states.
