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

For individuals and families seeking comprehensive financial planning and investment management solutions, Kowal Investment Group, now integrated as a valued part of Creative Planning, presents a compelling option. Located at 13249 Washington Ave, Sturtevant, WI 53177, and reachable at 2625224040, the firm offers a personalized approach to wealth management. Their website, kowalinvestmentgroup.com, serves as a central hub for information and resources.

Kowal Investment Group’s evolution into Creative Planning signifies a strategic expansion, bolstering their capabilities and broadening their reach. While currently displaying 0 reviews on Google My Business and an average opinion of 0/5, this initial lack of publicly available feedback doesn’t diminish the potential value of their services. The firm’s core competencies include acting as a seasoned financial advisor, a skilled financial consultant, and a dedicated financial planner. They operate as an investment company, providing a range of investment services tailored to meet diverse financial goals. The integration with Creative Planning allows Kowal to leverage a larger network of specialists and resources, ensuring clients receive a holistic and well-rounded approach to their financial wellbeing.

Key Features and Services:

• Personalized Financial Planning: Kowal Investment Group prioritizes understanding each client’s unique circumstances, risk tolerance, and financial objectives. They develop customized strategies encompassing retirement planning, estate planning, education funding, and tax optimization.
• Investment Management: A core function involves constructing and managing investment portfolios designed to align with client goals. They offer a variety of investment options, including stocks, bonds, mutual funds, and ETFs.
• Ongoing Support & Monitoring: The firm emphasizes ongoing communication and regular portfolio reviews to ensure strategies remain aligned with evolving market conditions and client needs.
• Onsite Services: Clients appreciate the convenience of receiving financial advice and support within a dedicated office environment.

Accessibility and Amenities: Kowal Investment Group demonstrates a commitment to inclusivity by offering wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring a comfortable experience for all visitors. This dedication to accessibility underscores their values and commitment to serving a broad range of clients.

Strategic Location: Situated in Sturtevant, Wisconsin, the firm’s location provides convenient access to the surrounding community. The address, 13249 Washington Ave, Sturtevant, WI 53177, facilitates easy communication and in-person consultations. The firm's proximity to various businesses and residential areas makes it a readily accessible resource for local residents.

Information for Prospective Clients: For anyone considering Kowal Investment Group, several key pieces of information are crucial. Firstly, their commitment to a client-centric approach – truly understanding individual needs – is paramount. Secondly, the firm’s integration with Creative Planning provides access to a wider range of expertise and resources. Thirdly, the focus on regular communication and portfolio monitoring ensures that investment strategies remain aligned with the client’s evolving goals. Finally, the firm's accessibility features demonstrate a commitment to inclusivity and customer comfort. It’s recommended to schedule a consultation to discuss specific financial needs and explore how Kowal Investment Group’s services can be tailored to achieve desired outcomes. The firm’s website provides a wealth of information, and direct contact via phone allows for immediate inquiry and discussion.

Considering the current lack of reviews, it’s advisable to seek additional information through industry resources and client testimonials (if available through Creative Planning’s broader network). While the initial feedback is limited, the firm’s established history and integration with a reputable organization like Creative Planning suggest a solid foundation for providing professional financial services. Potential clients are encouraged to conduct thorough due diligence and carefully evaluate their individual financial circumstances before making any investment decisions. The firm’s dedication to financial advisor services, coupled with the resources of Creative Planning, positions them as a viable partner in achieving long-term financial success.