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Company Profile

Industry:Financial Services

Site:kowalinvestmentgroup.com

Description:Kowal Investment Group is a family-owned, financial advisory organization that works closely with retired individuals or those nearing retirement, providing a conservative and sensitive approach to investment management. The firm has an outstanding reputation for knowledgeable staff and excellent customer service, making Jeff, his son Aaron and their team "The Retirement Specialists" in the greater Milwaukee and Phoenix areas.
Jeff hosts “The Retirement Clinic,” a weekly call-in radio show...

Specialties:Estate Planning, Investments, Retirement Income, Taxes related to retirement, Insurance

Founded:1987

Company size:11-50 employees


Who has worked at Kowal Investment Group

Position at Kowal Investment Group Previous job position
Kiersten Beecroft
Client Account SpecialistSince Feb 2013
LPL FinancialRegistered Assistant May 2011 - Feb 2013

Former Employees

Position at Kowal Investment Group Next job position
Donna Wycklendt
Assistant Office Manager & Customer Service RepNov 1998 - Aug 2001
Michele Hepp
Client Service Specialist2008 - 2010
U.S. BANCORP FUND SERVICESRetirement Plans Consultant Since 2011
This is my Business

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