Related Pages: Berkeley, Banking & Investing, financial advisors
www.socialequity.com
Description: SEG is a Registered Investment Advisory firm that specializes in socially responsible investment management. With a style that's friendly and accessible, we work with new and institutional investors, and everyone in between.
Category:
Banking & Investing
Keywords:
financial advisors, tax planners, estate planning, portfolio managers, insurance, asset allocation
I like the people at Social Equity Group because they are responsible, and are also nice people and easy to deal with. I understand that their performance is good too.
John G.'s keywords: socially responsible investing
1 of 1 people thought this review was helpful.