Jeff Kowal, CLU, ChFC, AEP, Founder and President, and Aaron Kowal, CFP, Managing Director and Senior Financial Advisor, have both been named to the 2022 edition of the Forbes list of Best-In-State Wealth Advisors. The list recognizes top financial advisors across the U.S. This year, Jeff ranked number 6 in Wisconsin! This is also the first year Aaron Kowal has been named to the Best-In-State Wealth Advisors list. As a firm, we are extremely proud of this recognition.
This year’s Best-In-State Wealth Advisors list spotlights over 6,500 top-performing advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
“It’s an honor to be named to this prestigious list for the first time,” said Aaron Kowal, CFP, Managing Director and Senior Finacial Advisor at Kowal Investment Group. “Being recognized alongside my father, wow, how many people can say that? It makes this recognition all the more special.”
Kowal Investment Group was founded on the principle that the client always comes first. Since its inception, our team has acted under a fiduciary standard of care, elevating our client’s needs before our own. Our firm is governed by strong values of respect, honesty and communication, which serve as the foundation for the success of our team and our clients. Because of our true client-focused philosophy, our clients can turn to us with confidence to help find the options best suited for their needs to help secure the financial future they’ve worked so hard to achieve.
This achievement would not have been possible without your continued trust and support. Milestones like this serve to reinforce our belief that putting our clients – YOU – first is still the best way to do business.
ABOUT KOWAL INVESTMENT GROUP
Kowal Investment Group is a family-owned, financial advisory organization that works closely with business owners, retired individuals or those nearing retirement. The team offers a conservative and sensitive approach while handling all areas associated with retirement, including: estate planning, investments, retirement income, taxes related to retirement and insurance. For over thirty years, Kowal Investment Group has been helping clients plan and build the retirement they’ve been working for – and dreaming of – their whole lives.
Note: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information, visit: https://www.forbes.com/best-in-state-wealth-advisors/#714ea5e291d1
