Southeast Financial Services, Inc. Email Format

Financial ServicesNorth Carolina, United States2-10 Employees

Southeast Financial Services, Inc. is a privately held financial planning firm headquartered in Greensboro, North Carolina, that has served clients across the United States since 1991. It offers a customized planning approach that seeks to align each client’s goals with strategic financial solutions. The company operates under several business names to address different lines of business: Southeast Financial Services, Inc. for insurance and financial services; Ameritas Investment Company, LLC for securities and investments; and Ameritas Advisory Services for investment advisory services, with AIC and AAS noted as not affiliated. 

As a participant in the financial services industry, the firm serves individual clients with offerings limited to jurisdictions where its representatives are registered. Descriptions of securities products require the client to review a prospectus, and representatives are not authorized to provide tax or legal advice. The organization maintains a small team and is based in Greensboro, North Carolina.

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