Social Equity Group
Investment Company in Santa Rosa, CA
The Social Equity Group (SEG) is a Registered Investment Advisory company specializing in socially responsible investments. We've been delivering socially responsible money management solutions to individuals, businesses and institutions since 1992. We currently have offices in Berkeley, Healdsburg, Santa Rosa and Sebastopol. We provide customers comprehensive financial services which address both financial aims social concerns - the double bottom line.
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read moreAt The Social Equity Group we can help you make smart decisions to help insure you against financial hardship during your working life, choose appropriate retirement accounts if you are employed or self-employed and select investments that reflect your tolerance for risk. We can help you navigate the fine balance between saving for retirement while also addressing college tuition costs. We can help you calculate what your dream retirement will require financially and identify which resources you have available to pay for it.
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