Home - United States - North Carolina - Raleigh - Southeast Financial Group, Inc. #354571


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Business Type : Financial Services, Financial Planning Consultants, Retirement Planning Services, Financial Planners, Investment Advisory Service, Financing Consultants
Address : 7780 Brier Creek Pkwy Ste 325, Raleigh, NC 27617
Coordinate : 35.91803,-78.77941
Phone : (919) 544-0500
Year : 2001
Payment : Discover, Master card, Visa
Opening Hours :
Mon - Fri : 8:00 am - 5:00 pm
Sat - Sun : Closed

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General Info:

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.

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