PRIVACY POLICY — Effective July 9, 2026
Powell United Financial Services ("Powell United," "we," "us") operates www.powellunited.com. This policy explains what information we collect through this website and how we use it.
Information we collect. When you submit a form or book an appointment, we collect the information you provide, such as your name, email address, phone number, business revenue range, and anything you include in your message. We also receive standard technical data (such as browser type, pages visited, and IP address) through cookies and similar technologies used by our website platform and analytics tools.
How we use it. We use your information to respond to inquiries, schedule and prepare for appointments, provide our services, send communications you request, and improve this website. We do not sell your personal information.
Sharing. We share information only with service providers who help us operate this website and our practice (for example, website hosting, scheduling, and communications tools), as required by law, or at your direction. Client tax return information is handled under stricter professional confidentiality standards, including Internal Revenue Code Section 7216, and is never used or disclosed except as permitted by law or with your written consent.
Security and retention. We use commercially reasonable safeguards and retain information only as long as needed for the purposes above or as required by law and professional standards.
Your choices. You may request access to, correction of, or deletion of your personal information, or opt out of marketing emails at any time, by contacting us using the details below.
Children. This website is not directed to children under 13, and we do not knowingly collect their information.
Third-party sites. Links from this site (including our scheduling and client portal tools) lead to services governed by their own privacy policies.
Changes. We may update this policy from time to time; the current version will always be posted on this page.
Contact. Powell United Financial Services, 16850 Saturn Ln, Ste. 100, Houston, TX 77058 | (832) 930-7636 | admin@powellunited.com