Kowal Investment Group LLC
W238N1660 Busse Road, Suite 100, Waukesha • www.thekowalway.com
Year Founded: 1987
Product or Service Offered: Kowal Investment Group is a family-owned financial advisory organization that works closely with business owners, retired individuals and those nearing retirement, providing a conservative and sensitive approach to investment management. We focus on all areas associated with retirement, including: estate planning, investments, retirement income, taxes related to retirement and insurance.
President: Jeffrey Kowal, CLU CHFC AEP
Leadership Team: Aaron Kowal, CFP, managing director and senior financial advisor
Projected 2016 Revenue: $3.3 million
Target Clientele: Our target clientele are individuals and/or couples at or near retirement age, with $500,000 or more in retirement assets. In addition, we work closely with business owners.
Business Organization Memberships: Metropolitan Milwaukee Association of Commerce, Waukesha County Business Alliance, Hartford Chamber of Commerce, Financial Planning Association of Wisconsin, National Association of Insurance and Financial Advisors of Southeast Wisconsin, Young Presidents’ Organization
What has fueled your company’s growth?
“Our company is governed by strong values of respect, honesty, communication and traditions, which serve as the foundation for our success. Our highly-focused approach to retirement planning, called the Kowal Way, has been refined over decades. Our clients come first; it’s always been that way.”
What is the biggest obstacle to your company’s growth?
“Market volatility, competitive environment and a changing regulatory environment.”
Do you plan to make any changes to your company?
“We are planning for continued growth, organically and through acquisition opportunities.”
What is the outlook for your industry?
“Very positive. We are excited for opportunities to grow and to continue helping our clients.”
What is your company’s most important growth strategy?
“We will continue to provide our clients with the highest level of integrity, professionalism and diligence. We plan to continue encouraging employees to participate in professional development, study groups, continuing education classes and regional conferences to further their personal and professional growth. We want our employees to be the highest performing in our industry.”
