Kowal Investment Group

EST. AUM
$1,108,665,418

CONTACTS
2

CLIENT ACCOUNTS
4,527

Firm Details

Metro area Milwaukee
CRD Number 113169
Website creativeplanning.com
Client types

Overview

With retirement just around the corner, clients need a partner they can trust to help navigate the ins and outs of retirement planning. Kowal Investment Group was founded to help clients take the necessary steps toward making their retirement match up with the one they've always dreamed of. Whether clients are looking for a final push heading into their retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, the team's focus is on helping clients realize their vision. At Kowal Investment Group, the firm is well aware that the best things in life aren't things clients can buy, but it takes having enough money to afford the freedom to be able to enjoy them. Whether it means spending more time with family, traveling around the world, or just enjoying the beauty each day brings, clients' goals are the firm's priority.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kowal Investment Group

Platform Details

Investment Preferences

Alternative Activity

Address

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