Southeast Financial Services, Inc.

Southeast Financial Services, Inc. is a Financial Planner in Greensboro, NC, located at 101 S Elm St #220. The firm serves clients across the country, focusing on holistic financial planning that addresses wealth and risk management needs. They specialize in customized portfolio designs, tax-advantaged strategies, and business planning solutions including retirement plans, salary continuation strategies, and buy-sell arrangements. The team provides creative strategies to overcome potential obstacles and help clients adapt to changing environments.

Headquartered in Greensboro, the privately held firm has been serving clients since 1991. Their approach involves investigating the complexities of individual financial lives to design custom strategies that match client visions. The team brings over 100 years of combined industry experience to their client relationships. They work to provide clear, actionable plans that guide decisions and help clients make the most of their opportunities.

The team includes John Kenan, Principal and Co-Founder; Angela Kenan, Principal and Co-Founder, CLU®, ChHC®; Daniel Billings, Principal and Director of Financial Planning, CFP®; Allye Holcomb, Director of Operations; Carrie Buckman, Client Relations Specialist; Kenny Nichols, Financial Advisor, MBA; and Carl Rogers, Financial Advisor, CLU®, ChFC®, CASL®, AEP®. Southeast Financial Services is part of Canvas Financial, a nationwide team of experienced financial services firms that provide holistic advice and guidance to individuals, families, and businesses. This partnership offers greater diversity in investment opportunities and support to help accomplish financial goals.

The firm operates Monday through Friday from 9:00 AM to 5:00 PM. Clients can contact the office by phone at (336) 275-0314, toll-free at (800) 736-4850, or via email at [email protected]. The firm also maintains a fax line at (336) 275-3655. They utilize eMoney for client connections and provide customized financial blueprints and wealth management strategies for clients in Greensboro and beyond.

Southeast Financial Services combines decades of specialized expertise with a national network to provide comprehensive financial planning for Greensboro residents and clients nationwide.

Southeast Financial Services is situated on S Elm St in Greensboro, NC, near the International Civil Rights Center & Museum and Lincoln Financial Group, both located about a tenth of a mile away.

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