Featured Profile
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Southpointe Financial Services 400 Southpointe Boulevard, Ste. 430 Canonsburg, PA 15317 www.southpointefin.com |
SOUTHPOINTE FINANCIAL SERVICES
Comprehensive
Financial Planning
Services for Individuals,
Trusts and Businesses.
We believe in a comprehensive planning
approach to solving financial problems for individuals, trusts and
businesses. We work hard to earn your trust and confidence and look forward
to a long-term relationship with our clients and their families.
At Southpointe Financial Services we understand every situation does
not fall into a cookie-cutter solution. That is the very reason why we are
flexible with how we work and how we are paid. Your financial situation will
dictate which method works best for you---fee or commission.
We take great pride in our independence. There is no "proprietary axe to
grind" in terms of product or financial services. Our strategic partners
help us provide the platforms and products necessary to successfully compete
in this complex financial world.
The bottom line for you is state of the art technology, expertise and
competitive products under one roof. We also recognize the importance of
"team" approach. We work closely with attorneys and tax professionals to
coordinate all areas of your financial plan.
