Key Relationships & Helpful Links

Key Relationships

Accountant

Tim Wicker,CPA, P.A.

www.twickercpa.com

919-844-5225 or via email at tim@twickercpa.com

Mortgage Consultant

Douglas Quick

919-281-0191 or via email at douglas@PinnacleFundinginc.com

Broker/ Realtor

Phil Ficks

www.philficks.com or www.fmrealty.com

919-402-1218 or via email at PhilFicks@fmrealty.com

Insurance Agent

Tim Farless

919-577-0501 or via email at tim.farless.i2fp@statefarm.com

Helpful Links

www.ssa.gov

The official website of the US Social Security Administration

www.charitynavigator.org

Information & ratings on nonprofits

www.dor.state.nc.us

North Carolina Department of Revenue

www.irs.gov

Internal Revenue Service, United States Department of Treasury

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.

Key Relationships & Helpful Links