An array of financial opportunities lie ahead of you. From how you invest to the taxes you pay to the legacy you leave, you have a multitude of financial decisions that can take your financial life down various paths. Made in isolation, these choices can create streams of action that fail to connect to one another.
However, financial lives don't exist in isolation. At Southeast Financial Services, Inc., we're here to help you connect all of your wealth management and ground every financial decision in purpose and clarity. We're a boutique financial advisory firm supporting individuals, families, and businesses who seek disciplined, skilled guidance and service.
However, financial lives don't exist in isolation. At Southeast Financial Services, Inc., we're here to help you connect all of your wealth management and ground every financial decision in purpose and clarity. We're a boutique financial advisory firm supporting individuals, families, and businesses who seek disciplined, skilled guidance and service.
Services
About
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Southeast Financial Services, Inc is a privately held, independent financial advisory firm that has been serving investors since 1990. Our team brings over 100 years of combined industry experience to our relationships. We believe that every single person and company we serve deserve a clear, actionable plan to guide their decisions.
Team
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John has served as President of Southeast Financial Services, Inc. since its inception in 1990. A financial services professional since 1988, he is currently an Investment Advisor Representative with Ameritas Investment Corp (AIC). Angela has served as Officer of Southeast Financial Services, Inc. since its inception in 1990.
Services
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Financial planning can often feel like a daunting obstacle that is too difficult to manage. Many people end up navigating smaller streams of the financial current on their own - with the best of intentions. But when you don't have a full perspective guiding you, good intentions can lead to unclear decisions.
Our Client Commitment
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At Southeast Financial Services, Inc., we dedicate our efforts to always helping you create disciplined and prosperous wealth management. Once you become our client, you have the support of our whole team behind you. We will work together to help you achieve the best financial outcomes through well designed and managed financial plans and strategies.
SFS Announcements
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Allye Holcomb, Operations Specialist, passed her SIE, Series 6, and Series 63 securities licensing exams and is now classified as FINRA registered. We are so proud of her hard work and desire for growth! Kalie Hicks, Client Services Associate, added a baby girl to her family last month! We are happy that Kalie and her daughter are doing so well and are missing her in the office.
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