The Social Equity Group







Businesses


SEG works with businesses of all sizes to "green" your finances. We offer the following services for business owners:

Cash Management Accounts

  • Competitive yields
  • Total liquidity
  • Tax-free choices

Retirement Plans

  • Complimentary review of your current plan
  • Socially responsible and traditional choices
  • SEP and SIMPLE IRAs
  • Regular and Roth 401(k) and 403(b) plans

Advice for Employees

  • Traditional, Roth and Rollover IRAs
  • College funding - 529 plans, Educational IRAs
  • Tax-free and tax-credit investing
  • Customized money management

Learn about our other services here.

 

Financial Planning | Asset Allocation | Portfolio Management | Business | Non-profit


Copyright 1997 Securities and Advisory services offered through Western International Securities, Inc., Member FINRA / SIPC.
Social Equity Group (SEG) and Western International Securities, Inc. are separate and unaffiliated entities.
Office of Supervisory Jurisdiction: 339 Keokuk Street, Petaluma, CA 94952 - Phone: 707-658-1770 - Fax: 707-676-4602.

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