Insights

Client Base Focus Powell Financial Group specializes in personalized financial planning services such as life insurance, retirement planning, and estate management, making them ideal partners for technology solutions that enhance client engagement and streamline service delivery.

Market Niche Operating with a small team of 2-10 employees, the firm may benefit from scalable solutions that improve operational efficiency, automate routine tasks, and support growth without significant overhead increases.

Revenue Potential With annual revenues estimated between 25 and 50 million dollars, there is opportunities to offer premium financial technology products and advisory services that align with their revenue streams and client management needs.

Digital Presence Their website and the use of various digital tools like Google Analytics and Tag Manager suggest an openness to digital marketing and data-driven decision making, presenting opportunities for marketing automation and CRM solutions.

Industry Connections Aligned with the broader financial advisory sector, Powell Financial Group can benefit from networking solutions, industry-specific platforms, and partnerships that cater to financial advisors serving high-net-worth clients and retirement planning.

Powell Financial Group Tech Stack

Powell Financial Group uses 8 technology products and services including Font Awesome, Google Fonts API, jQuery, and more. Explore Powell Financial Group's tech stack below.

  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Powell Financial Group's Email Address Formats

Powell Financial Group uses at least 1 format(s):
Powell Financial Group Email FormatsExamplePercentage
First@powellfinancialgroup.netJohn@powellfinancialgroup.net
75%
FLast@powellfinancialgroup.netJDoe@powellfinancialgroup.net
17%
FirstLast@powellfinancialgroup.netJohnDoe@powellfinancialgroup.net
8%

Frequently Asked Questions

Where is Powell Financial Group's headquarters located?

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Powell Financial Group's main headquarters is located at 5123 Middle Road Bettendorf, Iowa 52722 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Powell Financial Group's phone number?

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You can contact Powell Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Powell Financial Group's official website and social media links?

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Powell Financial Group's official website is powellfinancialgroup.net and has social profiles on LinkedIn.

What is Powell Financial Group's NAICS code?

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Powell Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Powell Financial Group have currently?

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As of March 2026, Powell Financial Group has approximately 9 employees across 2 continents, including North AmericaAfrica. Key team members include Coo: J. P.President And Ceo: S. P.President And Chief Executive Officer: K. J.. Explore Powell Financial Group's employee directory with LeadIQ.

What industry does Powell Financial Group belong to?

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Powell Financial Group operates in the Financial Services industry.

What technology does Powell Financial Group use?

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Powell Financial Group's tech stack includes Font AwesomeGoogle Fonts APIjQueryModernizrGoogle Tag ManagerBootstrapGoogle AnalyticsAddThis.

What is Powell Financial Group's email format?

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Powell Financial Group's email format typically follows the pattern of First@powellfinancialgroup.net. Find more Powell Financial Group email formats with LeadIQ.

When was Powell Financial Group founded?

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Powell Financial Group was founded in 1972.

Powell Financial Group

Financial ServicesIowa, United States2-10 Employees

Powell Financial Group is a small financial services firm based in Bettendorf, Iowa. It offers life insurance, retirement planning, 401(k) plans and IRAs, estate planning, and general financial planning. The firm serves individuals and families seeking protection and structured guidance to address future needs. Securities transactions, where applicable, are conducted through Transamerica Financial Advisors, Inc., a registered investment adviser and member of FINRA/SIPC; Powell Financial Group and TFA are not affiliated. The company maintains a website at powellfinancialgroup.net.

Section iconCompany Overview

Headquarters
5123 Middle Road Bettendorf, Iowa 52722 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1972
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Powell Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Powell Financial Group's revenue is estimated to be in the range of $25M$50M

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