Kowalski Financial

Minneapolis, Minnesota

★ 5.0 (11 reviews)
Call (952) 297-8589 Visit website →

About

Kowalski Financial is a registered investment advisory firm in Minneapolis offering estate planning, investment management, tax planning, and small business services. The firm, founded in 2019 by Marc Kowalski (CFP®), provides personalized financial planning alongside retirement income planning, insurance and risk management, and succession planning for business owners. The team includes CFP® and securities-licensed professionals who develop long-term planning relationships with clients and adjust strategies as life circumstances and market conditions change. Kowalski Financial operates on a relationship-based model, offering an initial complimentary planning meeting to prospective clients.

Specialties

Estate Planning Investment Management Small Business

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-12PM, Saturday: Closed
SEC registered
No

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