Group Services

Group Financial Planning Services

Southeast Financial Group, Inc. offers comprehensive employee benefit programs to help you attract and retain the quality employees you desire. In addition to Small Business Financial Planning and Employee Benefit Planning, you may choose from the following products:

Retirement Plans

401(k)
Pension and Profit Sharing Plans
403(b) plans for non-profit organizations
Simple & SEP Pension Plans for small businesses

Insurance Needs

Group Health
Group Life
Group Dental
Group Long & Short Term Disability
Group Long Term Care

The aforementioned material is a product or service listing and is not intended to be an offer for the sale of securities. Securities products are offered by prospectus only.

Investment Advisor Representative of and Securities/*Financial planning offered through Waterstone Financial Group, a registered Broker-Dealer, Member FINRA/SIPC and Registered Investment Advisor. 500 Park Blvd., Suite 800, Itasca, IL 60143, (630)250-7000.

Currently, Edward Secrest is securities licensed in AZ, CA, FL, ID, MA, ME, MN, MO, NC, OH, SC, and VA. Fee based planning (or investment advisory services) available to residents of FL, MO, NC, ID, SC, AZ, and MN.

Currently, James Blakey is securities licensed in FL, GA, MN, NC, SC, TX, VA and WI. Fee based planning (or investment advisory services) available to residents of NC, FL, TX, CA, MN, and WI.

This communication is strictly intended for individuals residing in the states listed above, where the registered representative is licensed to conduct securities business, and as an investment advisor. No offers may be made to or accepted from anyone outside the specific states referenced.

Branch: 2220 Sedwick Road, Suite 202, Durham, NC 27713 (919)544-0500. Southeast Financial Group Inc. is independent from Waterstone Financial Group.

SOUTHEAST FINANCIAL GROUP, INC.

Group Services