Southgate Financial Services
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
9083 Shady Grove Ct, Gaithersburg, Maryl...Phone Number
(301) 963-8820Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1
1
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1
About Southgate Financial Services
Southgate Financial Services, founded by David Yarn in 1981, offers comprehensive financial planning and investment management services aimed at individuals and small businesses in the greater Washington, DC area. The firm specializes in socially responsible investing, helping clients align their investment goals with their ethical principles while also achieving competitive financial returns. Their services include retirement and estate planning, tax planning, and various investment options such as stocks and bonds. With a focus on creating personalized financial roadmaps, Southgate Financial guides clients towards achieving both short- and long-term financial goals.Explore more
Southgate Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Southgate Financial Servi...
<$5M
1-10
Private
-
1981
David YarnFinancial Owner & Professional & Cfp President & CEO
Company Profile Activity
Activity Insights
Southgate Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Southgate Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Southgate Financial Services.
Southgate Financial Services Tech Stack
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Southgate Financial Services, founded by David Yarn in 1981, offers comprehensive financial planning and investment management services aimed at individuals and small businesses in the greater Washington, DC area. The firm specializes in socially responsible investing, helping clients align their investment goals with their ethical principles while... Read More
