The Social Equity Group


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
  • 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 . The Social Equity Group is a Registered Investment Advisor registered with the state of California..

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