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Our Services

At Poindexter Financial Group, we unite the access and resources of leading brokerage firms with the personal attention of a boutique practice. Since 1988, we have provided advice and strategies in a genuine, approachable environment.

Our active approach to wealth management thrives on our ability to listen and create dynamic conversations. The right questions yield the best answers, and we work closely with you to understand the depth of your goals. Together, we work to build tailored strategies to give you financial confidence, in whatever form that comes.

Our suite of comprehensive strategies includes the following services:

Before investing please consider your investment objectives and risk tolerance and how they correspond to the expenses, charges, and risks (including the possible loss of principal) of the product you are purchasing.

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