Powell Financial Inc

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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(704) 439-0027Call Visit WebsiteVisit Website Map & DirectionsDirections17818 Statesville Rd Ste 221Cornelius, NC 28031 Write a ReviewWrite Review

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Powell Financial Inc

Tax Planning
Powell Wealth, established as Powell Financial in 1994 by David L. Powell, is a wealth advisory firm based in the Lake Norman area near Charlotte, NC. For more than 24 years, the firm has built a solid reputation helping our clients achieve financial security through the preservation and accumulation of wealth. Our team provides customized, dynamic solutions to business owners, executives and individuals to help them meet their financial goals. From retirement and estate planning, to business continuation and tax planning, Powell

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Places Near Cornelius with Investment Advisory Service

Davidson (5 miles)
Huntersville (6 miles)
Mount Mourne (10 miles)
Croft (13 miles)
Lake Norman (14 miles)
Lowesville (14 miles)

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Other Link: https://www.powellwealth.com/contact.html
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investments, Stock & Bond Brokers

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Phone: (704) 439-0027

Address: 17818 Statesville Rd Ste 221, Cornelius, NC 28031

Website: https://www.powellwealth.com/contact.html

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Powell Financial Inc

Tax Planning
Powell Wealth, established as Powell Financial in 1994 by David L. Powell, is a wealth advisory firm based in the Lake Norman area near Charlotte, NC. For more than 24 years, the firm has built a solid reputation helping our clients achieve financial security through the preservation and accumulation of wealth. Our team provides customized, dynamic solutions to business owners, executives and individuals to help them meet their financial goals. From retirement and estate planning, to business continuation and tax planning, Powell
Charitable Giving
Philanthropic giving is an important core value for many investors. For clients who are passionate about financially supporting their favorite charity, nonprofit, or academic institution, Powell Wealth will design an investment portfolio managed specifically for charitable giving purposes. This type of portfolio empowers our clients to maximize tax benefits while making regular charitable contributions. Powell Wealth will help to build the most appropriate charitable giving program to meet client objectives in a tax-efficient manner.

Investment Management
Services - Powell Wealth - 704-439-0027 - Investment planning firm based in the Lake Norman area near Charlotte, NC - Formerly Powell Financial
Bonds
Wealth Management
Our wealth management team is committed to developing investment programs that are aligned with the personal preferences and planning objectives for each individual client. After completing a thorough analysis of the client's

Accounting Services

Financial Planning
Charley serves as an Investment Adviser Representative of Powell Wealth, working closely with clients as he is integrally involved in every step of the financial planning process. He takes pride in helping clients achieve their financial goals.
Annuities
Whether retirement is near or in the future, Powell Wealth offers options to help maximize savings and income in order to achieve a client’s ideal desired retirement lifestyle. Powell Wealth offers retirement services which include evaluating and assessing existing retirement accounts (pensions, IRAs, SEPs, 401(k) plans, annuities) and providing financial plans designed to optimize income from those accounts upon retirement. In addition, we will reposition investments held in these accounts as needed on an ongoing basis to allow for proper diversification across an entire portfolio. For clients nearing retirement age, Powell Wealth will determine the most effective strategy for managing distributions to generate a stable income stream during the client’s retirement years.

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