We are excited to announce our firm has been named to the Forbes list of America’s Top RIA Firms of 2023. The Forbes ranking, developed by SHOOK Research, recognizes 250 RIA (Registered Investment Advisor) firms across the United States. Kowal Investment Group is one of just six firms named in Wisconsin. This is the first time our firm has been named to the Forbes Top RIA Firms list. We are extremely proud of this recognition.
Recognition by Forbes and SHOOK Research
The Forbes/SHOOK Top RIA Firms 2023 list, in its second year, highlights firms based on a combination of qualitative and quantitative criteria. These factors are determined through due diligence interviews, both by telephone and in-person, as well as quantitative data. To learn more about the SHOOK Research methodology for this award, please visit the ranking website. America’s Top RIA Firms 2023 (forbes.com)
What is Means to Us
Being named to Forbes’ Top RIA Firms list is a proud moment for everyone at Kowal Investment Group. This achievement reflects our uneavering commitment to placing our clients at the heart of everything we do. We believe that success is built on trust, long-term relationships, and personalized financial planning strategies. This recognition reinforces our belief that a client-first approach is the best way to do business.
Our Success is Built on Your Trust
We would like to extend our deepest gratitude to all of our clients. Your trust and continued support have been the foundation of our success, and it’s because of you that we’ve been able to reach this important milestone. This achievement would not have been possible without your continued trust and support. Rest assured, we will continue working diligently to provide the highest level of service and advice, helping you achieve your financial goals.
A Special Thanks to Our Team
Thank you to our amazing team at Kowal Investment Group! Your hard work, expertise, dedication to our clients, and commitment to excellence are the driving forces behind our firm’s success and make achievements like this possible.
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 America’s Top RIA Firms, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those firms 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. Kowal Investment Group does not pay a fee in exchange for this award/rating. Kowal Investment Group is not affiliated with Forbes or Shook Research, LLC. For more information, visit: Methodology: America’s Top RIA Firms 2023 (forbes.com)
