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