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Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together, One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At Jacqueline L. Powell & Associates, Inc., we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you plan your financial future. Contact us today to get started.

A Family Love Letter: The Letter for Which Your Family Will Thank You

If something were to happen to you, what your loved ones will need in a time of confusion. Let us help you complete your Family Love Letter - A tool that provides vital information for your loved ones in the event of death or incapacity.

Our Process
Our History

Take control and learn about where your money can go today

It’s Your Life. It’s Your Story. We Listen.

Client Centered

Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. It's your life. It's your story. We listen.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. 

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