Welcome to Powell United Financial Services, where financial expertise meets a commitment to personalized service. Meet the dynamic duo behind our success – Matthew and Dani Powell.
With over two decades of experience in the financial industry, Matthew Powell is a seasoned professional committed to helping you achieve your financial goals. As a licensed Insurance Agent, Matthew offers comprehensive solutions, including life insurance, annuities, and health insurance. He is also an Enrolled Agent which grants him authority to represent taxpayers in front of the IRS and solidifies his expertise in tax matters, assuring you a trusted guide through the complexities of tax planning and compliance.
Dani, armed with a Masters's degree in business, brings a wealth of knowledge and a strategic approach to financial management. As a designated QuickBooks Online Pro Advisor, Dani is dedicated to optimizing your financial processes, ensuring accuracy, and empowering your business to thrive.
Beyond the boardroom, Matthew and Dani share a beautiful life together. Married and residing in Friendswood, Texas, they navigate the world of finance with the same dedication they bring to their roles as parents to two adorable toddler girls. Family values and serving God are at the core of Powell United Financial Services, reflecting our commitment to understanding your unique financial needs and aspirations.
At Powell United Financial Services, we believe in more than just numbers; we believe in creating generational wealth and fostering financial peace of mind for you and your loved ones. Partner with us, and let's embark on a journey towards a secure and prosperous financial future together.
As each one has received a gift, minister it to one another, as good stewards of the manifold grace of God.
1 Peter 4:10