Waukesha, Wis. (March 12, 2020) – Jeff Kowal, CLU, ChFC, AEP, President, KIG/Branch Manager, RJFS has been named to the 2020 edition of the Forbes list of Best-In-State Wealth Advisors.
This year’s Best-In-State Wealth Advisors list spotlights over 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Jeff was ranked number 11 out of 63 advisors in Wisconsin.
“Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives,” says R.J. Shook, president and founder, SHOOK Research. “They want to add meaning, help them live better lives.”
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.
“I am humbled to be acknowledged amongst this group of highly‐respected advisors. This is wonderfully affirming and is extremely rewarding for our entire team,” 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.”
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.
Kowal Investment Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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. Out of 32,000 advisors nominated by their firms, 4,000 received the award. 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
