Southgate Financial Services logo

Southgate Financial Services Employee Directory

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.

Find Southgate Financial Services employees' phone numbers or email addresses

Southgate Financial Services Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Southgate Financial Services's Leadership

  • Stylized image of a person
    P. D.
    Owner

Southgate Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Southgate Financial Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. D.
    Owner
    Oct 17, 2024

Frequently Asked Questions

What is Southgate Financial Services known for?

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Southgate Financial Services was founded in 1981 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Southgate Financial Services's company overview page for more information.

What is Southgate Financial Services's most common email format?

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Southgate Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Southgate Financial Services email formats with LeadIQ.

How many employees does Southgate Financial Services have currently?

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Southgate Financial Services has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Southgate Financial Services's key employees and leadership?

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As of July 2026, Southgate Financial Services's key employees include:

  • Owner: P. D.

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