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Last updated: Over a year ago
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Financial Planning
About Southeast Financial Group, Inc.
Founded in 2001 by Certified Financial Plannerâ„¢, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management. Today, we are staffed by a te Go to full description...
Contact information
919-544-0502
M-F 8am-5pm, Sa-Su Closed
Additional business details
Email address:
hello@sefgroup.com
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.