Southeast Financial Group, Inc.

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

Location

7780 Brier Creek Parkway, Suite 325
Raleigh , NC 27617 United States
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About Southeast Financial Group, Inc.

Founded in 2001 by Certified Financial Planner™, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management. Today, we are staffed by a team of passionate and dedicated financial planners, research analysts and investment advisors who help clients to plan, build and protect their assets. We design customized wealth management models that combine comprehensive financial planning, custom-designed investment portfolios and risk mitigation strategies — all working together to deliver lifelong value.

Reviews

Southeast Financial Group, Inc. 919-544-0500
7780 Brier Creek Parkway, Suite 325
Raleigh , NC 27617 United States
$
Southeast Financial Group, Inc.

Business Details

Company name
Southeast Financial Group, Inc.
Category
Financial Services
Rating
Not Rated
Phone (Fax)
Email
hello@sefgroup.com
Tags
financial planning & investments,  retirement income & distribution planning,  cash flow planning asset protection

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Southeast Financial Group, Inc.

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