Jason Stamm - Closed

Kowal Investment Group, located in Waukesha, WI, specializes in comprehensive retirement planning and wealth management services. Their team of experts assists clients in maximizing investment portfolios, implementing tax reduction strategies, and planning for retirement income to achieve financial independence with confidence. Recognized for their commitment to client service, Kowal Investment Group has received numerous accolades, including placements on prestigious lists such as Barron's Top Advisors and Forbes Best-in-State Wealth Advisors. Their approach, known as "The Kowal Way," emphasizes strategic giving and the fair allocation of assets among heirs, ensuring that clients can build and preserve their wealth effectively. Generated from the website