Insight, Independence, Integrity

Kowitz Financial Group is  a full-service financial planning and independent investment advisory firm providing comprehensive wealth management services. We are independent, which allows us to offer you the financial products and services that we believe best suit your individual values and goals.

At Kowitz Financial, we believe in building strong, trusting relationships and working always in your best interest. Our goal is to help you protect your hard-earned assets while growing your wealth.

Managing your investment portfolio is central to protecting your financial future, and we also help you with other aspects of your financial life, including:

  • Retirement planning
  • College education funding
  • Insurance planning – life, disability, long-term care
  • Estate planning

We eliminate conflicts of interest in managing your assets, communicate with you regularly, and fully explain all costs and fees associated with our services. Your goals drive our actions, and we craft your wealth management strategy to fit your lifestyle and meet your needs.

With Kowitz Financial Group on your side, you enjoy the peace of mind that comes from having a trusted partner who will work hard to keep you on the right financial path.

To learn more or schedule a consultation, please contact us.