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