Southeast Financial Group, Inc.

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7780 Brier Creek Pkwy Ste 325
Raleigh, NC 27617
+1 (919) 544-0500
http://www.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.

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