Our Firm

Here at Poindexter Financial Services, with 30 years of investment management experience, we have helped both institutional and retail clients with investment and retirement planning.  We both hold various professional designations, and are qualified representatives that are licensed to sell a variety of investment and insurance products. We are personally responsible for choosing Mutual Funds, Stocks, Bonds, and ETFs, based on the needs and risk profile of each of our clients.

 

We are dedicated to developing lasting relationships with all of our clients.  Our goal is to provide our clients with increased confidence around their investment plans that are designed to help maximize income for life while providing effective money management using the most suitable financial products available for your individualized situation.

 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. The customized program that we can provide is a roadmap to working toward a more secure financial future. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing, but not limited to, the following products and services:

  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

We are pleased to represent a company that has a diversified foundation of quality financial products and offer advice that helps individuals and companies achieve their goals. If you’re thinking of retirement, investing, or protecting your family and assets, we welcome the opportunity to assist you. We’re looking forward to using our expertise to help you pursue your financial goals.