Jeff Kowal of Kowal Investment Group, headquartered in Waukesha, Wisconsin, has been named to Barron’s 2020 list of Top Financial Advisors in the United States for the seventh consecutive year. He is one of just 18 financial advisors in Wisconsin named to the prestigious list.
“It is an honor to be named to such a reputable list seven years in a row. It is truly a reflection of our hard work and dedication to our clients. Our core philosophy has always been – when our clients do well, we do well. And this recognition validates that,” said Kowal, President of Kowal Investment Group. “When you combine a vision of providing unbiased, objective and impartial advice with a group of highly motivated, experienced professionals dedicated to client service, the sky is the limit.”
“To be acknowledged by Barron’s for a seventh year is wonderfully affirming and is extremely gratifying for our entire team said Aaron Kowal, Managing Director, KIG/Senior Financial Advisor, RJFS.
Barron’s ‘Top 1,200 Advisors’ is an annual ranking that represents the top advisors in each state with substantial practices, and includes advisors at major Wall Street corporations as well as independent firms. The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. In evaluating advisors, Barron’s examines regulatory records, internal company documents and extensive questionnaires filled out by the advisors themselves.* Barron’s is a weekly publication that covers U.S. financial information, market developments, and relevant news and statistics. Founded in 1921, it is published by Dow Jones & Company, which also publishes The Wall Street Journal.
Note: Accolades such as Barron’s Top Financial Advisors List are independently determined and awarded by their respective publications. For more information on a particular rating, please visit their corresponding website.
About Kowal Investment Group
Kowal Investment Group is a family-owned firm that works closely with those who are at or near retirement age to develop and manage a thoughtful, highly personalized financial plan. Jeff Kowal, ChFC, CLU, AEP – President, his son Aaron Kowal, CFP® – Managing Director/Senior Financial Advisor, and their team have a strong reputation for delivering knowledge, insight and superior customer service. Their highly-focused approach to Retirement Planning, which they call The Kowal Way, has been refined over decades and has earned Kowal Investment Group a prestigious reputation in Southeastern Wisconsin.
Source: Barron’s “Top 1,200 Financial Advisors,” March, 2020. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
