Southgate Financial Services

Southgate Financial Services

Financial Services, 9083 Shady GRV Ct, Gaithersburg, Maryland, 20877, United States, 1-10 Employees

cfservicesgroup.com

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phone no Phone Number: +12*********

Who is 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...

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  • 9083 Shady GRV Ct, Gaithersburg, Maryland, 20877, United States Headquarters: 9083 Shady GRV Ct, Gaithersburg, Maryland, 20877, United States
  • 1981 Date Founded: 1981
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 5044 | NAICS Code: 524210 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SOUTHGATE FINANCIAL SERVICES

Southgate Financial Services Org Chart and Mapping

Employees

Len Cohen

Certified Financial Planner and Investment Adviser

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Frequently Asked Questions Regarding Southgate Financial Services

Answer: Southgate Financial Services's headquarters are located at 9083 Shady GRV Ct, Gaithersburg, Maryland, 20877, United States

Answer: Southgate Financial Services's phone number is +12*********

Answer: Southgate Financial Services's official website is https://cfservicesgroup.com

Answer: Southgate Financial Services's revenue is $1 Million to $5 Million

Answer: Southgate Financial Services's SIC: 5044

Answer: Southgate Financial Services's NAICS: 524210

Answer: Southgate Financial Services has 1-10 employees

Answer: Southgate Financial Services is in Financial Services

Answer: Southgate Financial Services contact info: Phone number: +12********* Website: https://cfservicesgroup.com

Answer: 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.

Answer:

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