Products and Services to Fit Your Individualized Investment Portfolio
When E.E. Powell & Company, Inc. first began to offer its services during The Great Depression, it was a time when, ironically, strategic investment counseling was most needed. Understanding your financial needs has always been our first step in implementing a personalized investment plan.
We offer a full range of investment brokerage products and professional services to fit any objective – from current income and capital growth to preservation of principal, tax-free investments and retirement.
- Fixed Income
- Mutual Funds
- Individual Retirement accounts – Roth, Traditional, Educational and Qualified Plan Rollovers
- Educational Savings Fund/Asset Builder Program
- Estate Planning
- Employer Sponsored Retirement Plans
- Asset Allocation Plans
- Managed Accounts
- Fixed and Variable Annuities
- Life Insurance
- Long-Term Healthcare
We also offer our clients access to Pershing’s e-delivery system, where they can view, download and email their account communications at any time.