We have some exciting news to share with you… Our firm is growing! Liebert Financial Services has joined Kowal Investment Group.
Jim Liebert’s firm in Hartland has been operating for over 50 years and after all of his hard work, Jim is ready for the next chapter in his life. Congratulations, Jim! You earned this.
On behalf of everyone at Kowal Investment Group, we would like to thank Jim for entrusting his clients to us and giving our firm the opportunity to expand in the Lake Country area.
As many of you know, our firm has grown quite a bit, especially in the past 15 years. We are excited about this opportunity and the continued growth of our firm.
We would also like to take a second to welcome our new clients into the Kowal family. We look forward to serving you and the Lake Country area.
If you are at or near retirement, we encourage you to take advantage of our complimentary retirement review to see what our team of fiduciary retirement specialists can do for you!
Any opinions are those of Kowal Investment Group. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or a loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Kowal Investment Group, LLC (“Kowal”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). Kowal provides investment advisory and related services for clients in State of Wisconsin and other states.
