Kowal Investment Group LLC

Future 50

The Kowal Investment Group team


Kowal Investment Group LLC

Industry: Finance/retirement planning
Founded: 1984
Projected 2018 revenue: $5.1 million

The Kowal Investment Group team

Kowal Investment Group is a family-owned financial advisory organization that works closely with business owners, retired individuals or those nearing retirement, providing a conservative and sensitive approach to investment management. The firm is focused on all areas of retirement, including estate planning, investments, retirement income, taxes related to retirement and insurance.

The company continues to grow, having added three new team members in 2018, and has expanded its reach in southeastern Wisconsin, as well as out of its office in Middleton.

The company’s approach to retirement, known as the Kowal Way, has been refined over decades and always puts clients first.

Kowal plans to advance its success through dedication to its customers, as well as enrichment of its own employees through professional development opportunities, study groups, continuing education classes and regional conferences.

“We want our employees to be the highest performing in our industry,” said Heather Krugler, new client development.

Where do you see the most opportunities for your company right now?

“We will continue to help business owners, retired individuals or those nearing retirement navigate the ins and outs of retirement planning. …Our team’s focus is on helping them live the retirement of their dreams.”

– Heather Krugler, new client development.

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