The Social Equity Group

Community Investing and Tax Credits

Investors who wish to be more proactive or who require tax relief can invest in low-income housing tax credits, community development banks or loan funds, and venture capital offerings.

By participating in these programs, you have a direct impact on the quality of life for the entire community. At SEG, we believe Socially Responsible Investing serves the financial interests of both the investor and the community.

Contact us for full details.


Retirement Planning | Estate Planning | Risk Management | Education Saving
Tax Planning | Charitable Giving | Community Investing

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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