Holly Walter's Contact Details

Holly Walter's Company Details

Kowal Investment Group

Waukesha, Waukesha, N/A • 20 - 49 Employees
Financial Services

Kowal Investment Group is an independent family-owned, financial services organization that works closely with retired individuals or those nearing retirement, providing a conservative and sensitive approach to investment management. The firm has experienced staff and excellent customer service, earning Jeff Kowal, ChFC, CLU, AEP - President, his son Aaron Kowal, CFP® - Managing Director and their team, a respectable reputation in the greater Milwaukee and Phoenix areas. Jeff hosts "The Retirement Clinic," a weekly call-in radio show aired Saturdays from 10:00 -11:00 a.m. on Milwaukee's News/Talk Radio 1130 WISN. Jeff, Aaron and other Kowal team members can also be heard every weekday on 1130 WISN at 3:05 and 5:05 p.m. with the daily Stock Market Reports.Our focus is strictly on those who are close to or already in retirement and it's been so for the past two decades. We focus on all areas associated with retirement, including: estate planning, investments, retirement income, taxes related to retirement and insurance.Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com