Overview

The SEB Group, Inc., provides a wide range of personalized services for individuals, young professionals, families, “empty nesters,” retirees, and small businesses.

  • Comprehensive financial planning
  • Investment advisory services
  • Brokerage services
  • Insurance
    • Life (term and permanent)
    • Long-term disability
    • Long-term care (including Long Term Care Partnership Coverage)
  • Annuities (fixed and variable)
  • Tax preparation and review
  • Small business tax and consulting services
  • Modular consulting services: For clients needing only a review of a specific issue
    • College planning review
    • Estate planning review
    • Review of wills, powers of attorney, healthcare proxies, trusts
    • Divorce analysis for allocation of assets
    • Inheritance and settlement award recommendations
    • Portfolio review
    • Retirement review
    • Retirement income review