Kowal Investment Group

Description

• Kowal Investment Group is an independent family-owned, financial services organization that works closely with retired individuals or those nearing retirement, providing a conservative and sensitive approach to investment management. The firm has experienced staff and excellent customer service, earning Jeff Kowal, ChFC, CLU, AEP - President, his son Aaron Kowal, CFP® - Managing Director and their team, a respectable reputation in the greater Milwaukee and Phoenix areas. Jeff Kowal and Aaron Kowal are Registered Representatives with Raymond James. Jeff hosts The Retirement Clinic, a weekly call-in radio show aired Saturdays from 10:00 -11:00 a.m. on Milwaukee's News/Talk Radio 1130 WISN. Jeff, Aaron and other Kowal team members can also be heard every weekday on 1130 WISN at 3:05 and 5:05 p.m. with the daily Stock Market Reports.Our focus is strictly on those who are close to or already in retirement and it's been so for the past two decades. We focus on all areas associated with retirement, including: estate planning, investments, retirement income, taxes related to retirement and insurance.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for more information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htmSecurities offered through Raymond James Financial Services, Inc., member FINRA and SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Kowal Investment Group, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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  Headquarters:W238n1660 Busse Rd Ste 100, Waukesha, Wisconsin, United States

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  Phone Number: +1 262-522-4040

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  Website: http://www.kowalinvestmentgroup.com/

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  Employees:19

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  Revenue:$1 - 10M

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  Legal Name:Kowal Investment Group

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• |  NAICS Code: 525910  |

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