Southgate Financial Services
Financial Services • 
Gaithersburg, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 9083 Shady Grove Court, Gaithersburg, MD 20877, US |
| Phone number | +13019638820 |
| Websites | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Employee Benefits, Socially Responsible Impact Investing |
| Founded | 1981 |
| Employees | 1-10 |
| Socials |
Key Contact at Southgate Financial Services
David Yarn
Owner
Southgate Financial Services Email Formats
Southgate Financial Services uses 1 email format. The most common is {first initial} (e.g., j@cfservicesgroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@cfservicesgroup.com | 100% |
About Southgate Financial Services
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.
Southgate Financial Services revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Southgate Financial Services has never raised funding before.
United Kingdom
Saudi Arabia
Slovenia
France
Frequently asked questions
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40,000 users
