wiseradvisor

Southeast Financial Group, Inc.

Tel: 919-544-0500
7780 Brier Creek Parkway
Suite 325
Raleigh, North Carolina  27617

About Southeast Financial Group, Inc.

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.


Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM



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