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.

  • Equities
  • 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.