Diversified Financial Offerings Howell Financial Group provides a broad range of financial strategies including insurance, college funding, retirement planning, and lifetime income solutions, indicating an opportunity to cross-sell complementary financial products to their existing client base.

Mid-sized Market Niche With an employee count of 11-50 and revenue between $25 million and $50 million, Howell Financial Group operates as a mid-sized firm, which may present tailored solutions focusing on personalized financial planning and small-to-medium enterprise employee benefit packages.

Technology Integration The company's use of cloud services, analytics tools, and web infrastructure suggests an openness to adopting technological solutions, providing potential for introducing digital tools that enhance client engagement and operational efficiency.

Strategic Licensing Access Licensed as an agent through New York Life Insurance and associated with NYLIFE Securities, Howell Financial Group can leverage these affiliations to expand product offerings and attract clients seeking reputable financial brands and secure investment options.

Growth & Market Position Operating in a competitive landscape with players like Charles Schwab and Fidelity, Howell Financial Group’s focus on personalized, comprehensive financial services presents an opportunity to target clients who prefer boutique advisory services with tailored financial solutions.