The Social Equity Group







Non-Profit Organizations


The Social Equity Group has a long history of working with non-profits and engaging in progressive action for social change. We understand the special financial needs of non-profits.

Too often organizations with progressive missions fail to apply the same standards to where their money goes. SEG can help your group "walk the talk."

  • Socially responsible 401(k) and 403(b) plans that are affordable
  • Professional advice for employees on retirement and financial planning, asset allocation, and personal investing
  • Cash management accounts with total liquidity, competitive yields and professional management.

Contact us for a complimentary plan review!.

 

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


Copyright 1997 Social Equity Group (SEG) - SEG is a Registered Investment Advisor.
Registered Representatives of and securities offered through
Financial West Group, member FINRA, SIPC. SEG and FWG are unaffiliated entities.

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