Kowalik & Associates LLC is a financial services firm located in Sauk Rapids, MN. They offer a unique approach to financial planning by incorporating neurology, sociology, and psychology to provide a holistic view of their clients' fiscal health. With a focus on understanding their clients' money story, Kowalik & Associates aims to create personalized strategies that align with their clients' needs and goals.
In addition to traditional financial planning, Kowalik & Associates specializes in Financial Transitions Planning, which helps individuals navigate major life transitions and enhance those that are going well. With a strong emphasis on trust, honesty, and integrity, Kowalik & Associates is dedicated to providing exceptional financial services and guiding their clients through various life transitions.
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