Southeast Financial Group, Inc.
Main:
(919) 544-0500
Fax: (919) 544-0502
Fax: (919) 544-0502
7780 Brier Creek Parkway, Suite 325, Raleigh, North Carolina, 27617
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
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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| Tags | Financial Planning & Investments, Retirement Income & Distribution Planning, Cash Flow Planning, Trusts, Asset Protection |
| Products | Life & Long Term Care Insurance, Disability Income Insurance, Property & Casualty Insurance, Employee Benefit Plans, Charitable Planning, Legacy Planning |