Southgate Financial Services is an independent financial services firm which provides financial planning and investment services to individuals and families and employee benefits programs to small companies. We have two specialties -- retirement and socially responsible impact investing. Many of our clients combine these two services. For example, we can design a 401(k) plan for a company which has socially responsible impact investing options. We also help individuals who are saving for retirement as well as those who are near retirement or already retired to create portfolios which provide stable and predictable income and which also align with their personal values. We have found that it is possible to participate in shareholder activism to encourage large companies to help make the world better while having little or no negative impact on investment returns.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 9083 Shady Grove Court, Gaithersburg,md 20877,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial planning, Retirement planning, Socially responsible impact investing, Employee benefits.
- HQ
- Gaithersburg, MD
Southgate Financial Services Questions
Southgate Financial Services's website is http://www.SouthgateFinancialServices.com
Southgate Financial Services's LinkedIn profile is https://www.linkedin.com/company/southgatefinancialservices
Southgate Financial Services has
2 employees.
View email and phone details for 2
employees at Southgate Financial Services.
Southgate Financial Services's industry is
Financial Services
Southgate Financial Services's top competitors are
Evermay Wealth Management, Llc,
Janney Montgomery Scott Llc,
Platinum Bridge Wealth Strategies,
Santander Bank, N.a.,
Fuson Automotive, Inc.,
Lighthouse Financial Group, Llc - Savannah, Ga,
Bex Realty,
Potomac Financial Group,
Veraz Advisors,
District Capital Management.
Southgate Financial Services's categories are Financial Services
Southgate Financial Services's founding year is 1981
