Edward Jones-Financial Advisor: Andrew Kowalski

Edward Jones-Financial Advisor: Andrew Kowalski Andrew Kowalski is a CFP® professional ready to help you achieve your financial goals.

​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ens...
09/09/2026

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're plann...
09/02/2026

As the year is coming to an end, tick one more thing off your "very important to-do" list by looking at how you're planning your estate. A properly planned estate strategy gives control over how to provide for what you value most, financially and personally, once you are no longer able to do so yourself.

Talk to your attorney and check out our hub to help you get started: https://bit.ly/3T7Xaxy

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4hBJNzv

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
07/22/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to...
07/15/2026

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

While many people dream of retiring, most don’t have a clear vision of what retirement looks like day to day. Asking you...
07/08/2026

While many people dream of retiring, most don’t have a clear vision of what retirement looks like day to day. Asking yourself these five key questions can help you achieve your ideal retirement.

Your retirement should be everything you want it to be. Start planning for the next chapter of your life by defining your retirement goals.

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!
07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

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805 W Chisholm Street, Suite B
Alpena, MI
49707

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+19898840228

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