7780 Brier Creek Parkway, Suite 325, Raleigh, North Carolina, 27617
Main:
(919) 544-0500
Fax:
(919) 544-0502
Call Today
Finance & Insurance > Financial Planning & Investments
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.
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
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
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