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Poindexter Financial is a comprehensive financial planning and investment management firm dedicated to helping individuals and families achieve their financial goals. They offer a range of services including retirement planning, investment advisory, estate planning, and insurance solutions. Poindexter Financial focuses on building long-term relationships with clients and providing personalized advice tailored to their unique circumstances.
Serves as the central hub for executive leadership, strategic planning, and key administrative functions for Poindexter Financial.
The Dallas headquarters features a modern, open-plan office design with collaborative workspaces, a state-of-the-art conference center, and dedicated client meeting areas.
Poindexter Financial fosters a collaborative and client-focused work culture at its headquarters. Employees are encouraged to share ideas, work together on projects, and prioritize client needs. Professional development and continuing education are highly valued.
The headquarters' location in Dallas provides access to a diverse talent pool and a strong financial services ecosystem, enabling Poindexter Financial to attract top professionals and serve a broad client base.
While Poindexter Financial primarily serves clients within the United States, they offer international investment options and advice to clients with global financial interests. They do not have physical offices outside the US.
123 Main Street
Dallas
Texas
United States
Address: 456 Congress Ave, Austin, TX
Serves as a regional hub for client service and business development in the growing Austin market.
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As of April 2025, Poindexter Financial' leadership includes:
Poindexter Financial has been backed by several prominent investors over the years, including:
There have been no major executive hires or exits reported in the last 12 months.
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Poindexter Financial commonly uses a standard email format for its employees.
[first].[last]@poindexterfinancial.com
Format
john.doe@poindexterfinancial.com
Example
80%
Success rate
Dallas Business Journal • 2023-10-26
Poindexter Financial is expanding its services in the Dallas area to meet the growing demand for financial planning and investment management. The expansion will include new hires and a larger office space....more
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