Southeast Investments NC Inc
Brokers
Why pick this one
Southeast Investments NC Inc has been family-owned since 1997 and emphasizes personalized investment strategies tailored to client needs.
Best for
- clients seeking personalized investment strategies
- individuals planning for retirement
- families looking to invest in a college savings plan
Look elsewhere if
- seeking discount brokerage options
- looking for services outside of investment advising
Specialties
- retirement planning
- college planning
- real estate investing
Certifications
- registered in 48 states
- member of SIPC
What makes them different
- family-owned and operated
- 65 brokers nationwide
- 104 years of combined broker experience
- emphasis on customer interests
- offers personalized investment strategies
- Years in business
- 26
- Serves
- Charlotte, Rock Hill
Distilled from this business's own website.
Contact & Location
- Address
- 820 Tyvola Rd, Charlotte, NC 28217-3527
- Phone
- +17045277873
- Website
- http://www.SoutheastInvestmentsNC.com/
- user@domain.com
Services
- brokerage
- investment advising
- financial planning