Southgate Financial Services Email Format

Financial ServicesMaryland, United States2-10 Employees

Southgate Financial Services is an independent financial services firm offering financial planning and asset management for individuals and families, as well as employee benefits programs for small businesses. The firm concentrates on two areas: retirement planning and socially responsible impact strategies.

The firm offers services that include designing 401(k) plans with socially responsible options. Located in Gaithersburg, Maryland, the company operates as a small practitioner within the financial services industry. It helps individuals who are saving for retirement, those approaching retirement, and retirees create portfolios that provide stable and predictable income while reflecting personal values. The firm notes that shareholder activism can be used to encourage larger companies to improve societal outcomes without materially harming returns.

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