Kowal Investment Group, now part of Creative Planning - Brookfield, Wisconsin

Introduction to Kowal Investment Group, Now Part of Creative Planning

For individuals and families seeking sophisticated and personalized financial planning solutions, Kowal Investment Group presents a compelling option. Now operating as a vital part of Creative Planning, this established firm offers a blend of local expertise and the resources of a nationally recognized wealth management organization. Kowal Investment Group’s transition to Creative Planning strengthens its ability to deliver comprehensive services and broader investment opportunities to its clients. This document provides a detailed overview of the firm, outlining its capabilities, location, accessibility, and current standing within the financial advisory landscape.

Location and Contact Information

Kowal Investment Group’s primary location is situated at 17775 W Bluemound Rd, Brookfield, WI 53045. This address places them within the thriving Milwaukee metropolitan area, providing convenient access for clients in southeastern Wisconsin. Potential clients can easily reach the team by phone at 262-522-4040. The firm’s website, kowalinvestmentgroup.com, serves as a central hub for information, including detailed profiles of the advisors, investment strategies, and educational resources. It’s worth noting that the firm currently has no publicly available reviews on Google My Business, which represents a key area for potential improvement and client feedback acquisition.

Specialties and Services Offered

Kowal Investment Group specializes in providing a wide range of financial advisory services tailored to meet the unique needs of each client. Their core competencies include:

• Financial Planning: Developing customized financial plans encompassing retirement planning, education funding, estate planning, and tax optimization.
• Investment Management: Creating and managing diversified investment portfolios designed to align with clients’ risk tolerance and financial goals. They offer access to a broad range of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: Assisting clients in strategically planning for a comfortable and secure retirement, considering factors such as Social Security, pensions, and investment growth.
• Wealth Preservation: Providing strategies to protect and grow wealth across generations, incorporating estate planning and tax considerations.
• Investment Company Services: Acting as a registered investment advisor (RIA), Kowal Investment Group adheres to strict regulatory standards and prioritizes client interests.

As part of Creative Planning, clients gain access to a significantly expanded suite of services, including sophisticated analytics, research, and a broader network of professionals. This strategic alignment enhances the firm’s ability to deliver exceptional value and proactive financial guidance.

Accessibility and Facilities

Kowal Investment Group demonstrates a commitment to inclusivity by offering an on-site services environment. The office is equipped with a wheelchair accessible entrance and a wheelchair accessible parking lot, ensuring that individuals with mobility challenges can comfortably access the firm’s facilities. This dedication to accessibility reflects a client-centric approach and a desire to serve a diverse clientele.

Current Reputation and Feedback

Currently, Kowal Investment Group has no publicly available reviews on Google My Business. This absence of client feedback presents an opportunity for the firm to actively solicit testimonials and build a stronger online reputation. While the average opinion: 0/5 reflects this lack of reviews, it doesn't necessarily indicate a low quality of service. It simply signifies that the firm has yet to accumulate client feedback through this platform. Building a positive online presence through encouraging client reviews is a crucial step in attracting new clients and demonstrating the firm’s commitment to client satisfaction. The team at Creative Planning will likely be focusing on enhancing this aspect of the firm’s marketing strategy.

Why Choose Kowal Investment Group (Now Creative Planning)

Several key factors contribute to the attractiveness of Kowal Investment Group, now integrated within Creative Planning:

• Experienced Advisors: The firm boasts a team of seasoned financial consultants and advisors with a deep understanding of the financial markets and individual client needs.
• Personalized Approach: Kowal Investment Group emphasizes a collaborative approach, taking the time to understand each client’s unique circumstances and goals.
• Comprehensive Solutions: The firm’s services encompass a holistic view of financial planning, addressing all aspects of a client’s financial life.
• Resources of Creative Planning: Leveraging the scale and expertise of Creative Planning provides clients with access to a wider range of investment strategies, research, and support.
• Commitment to Integrity: As a registered investment advisor, Kowal Investment Group operates with the utmost integrity and adheres to fiduciary standards – putting the client’s best interests first.

In conclusion, Kowal Investment Group, now part of Creative Planning, represents a strong choice for individuals and families seeking professional financial planning and investment management services. While currently lacking online reviews, the firm’s established track record, experienced team, and affiliation with a leading wealth management organization provide a solid foundation for building a long-term, successful financial partnership.