Jeanette Kowal hi res photo

Jeanette Kowal, CRPC®

Financial Consultant

CUSO Financial Services, L.P.

at DFCU

Check the background of this investment professional on FINRA BrokerCheck

Jeanette Kowal is a Financial consultant and Chartered Retirement Planning Counselor (CRPC®) with CUSO Financial Services L.P. at DFCU Financial Partners, and partner of Jim Baker.

Jeanette helps create solutions to meet member’s financial goals, from wealth accumulation to retirement income strategies and wealth transfer.  She enjoys learning about each person’s life story and the goals and dreams they have for their future and then tailors an investment plan for those goals.

Jeanette is a graduate of Michigan State University and has worked in the financial services industry since 1990.  She holds her Series 6, 7, 63 & 65 FINRA licenses along with her State of Michigan life insurance license.  Before partnering with Jim Baker, she spent the last 20 years specializing in retirement income planning as a consultant to Financial Advisors across Michigan.

When out of the office, Jeanette enjoys spending time in the stands at basketball, hockey & baseball games as she cheers on her sons and their teammates!

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.