Southeast Financial Services
Financial Advising
Why pick this one
Southeast Financial Services provides holistic financial planning and wealth management from Greensboro, serving clients since 1991 with over 100 years of combined team experience.
Best for
- Individuals and families seeking holistic financial planning
- Businesses needing corporate benefits, retirement plans, salary continuation strategies, or buy-sell arrangements
- Clients needing coordinated wealth and risk management
- Clients who want ongoing plan implementation and monitoring
- Clients seeking financial planning support through a nationwide Canvas Financial affiliation
Specialties
- personal financial planning
- business financial planning
- wealth management
- risk management
- corporate benefits planning
- retirement plan strategies
- salary continuation strategies
- buy-sell arrangements
- tax-advantaged portfolio strategies
Certifications
- CFP®
- CLU®
- ChHC®
- ChFC®
- CASL®
- AEP®
- MBA
- Canvas Financial affiliation
What makes them different
- Serving clients since 1991
- Team with over 100 years of combined industry experience
- Part of Canvas Financial, a nationwide team of financial services firms
- Secure upload portal for financial planning documents
- Regular plan reviews for investment portfolios, financial plans, and implemented strategies
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 101 S Elm St, Greensboro, NC 27401-2649
- Phone
- +13362750314
- Website
- http://www.sfs-inc.net
Services
- financial planning
- wealth management
- risk management
- corporate benefits consulting
- portfolio design
- financial plan implementation and monitoring