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
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Business | Non-profit |