Announced
Completed
Synopsis
Creative Planning, an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services, completed the acquisition of Kowal Investment Group, an Registered Investment Advisor that has been advising individuals and families on their financial needs. "We're pleased to welcome Kowal Investment Group to Creative Planning. Their reputation for building lasting client relationships through personalized financial guidance mirrors our own philosophy. This cultural alignment and shared dedication to client success makes them an ideal addition to our team." Peter Mallouk, CEO of Creative Planning.
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