Southeast Financial Advisors, LLC
Run a free full auditContact Information
-
Address
107 Manly St
Greenville, SC 29601 -
Phone
(864) 284-6511 -
Website
southeastfinancialadvisors.com
Location
About Southeast Financial Advisors, LLC
Southeast Financial Advisors, LLC is a financial planner in Greenville, SC. The firm is a registered investment advisory practice focused on investment management and financial planning, serving individual, corporate, and institutional clients. Its work centers on the day to day management of investment and retirement accounts, with portfolio management and wealth building strategies built around each client's long term financial goals. Brian Smith founded Southeast Financial Advisors in 1998 with the aim of delivering comprehensive portfolio management and financial planning services, and the firm has grown into one of the fastest growing investment management firms in the area. It operates as an independent advisory firm, meaning its advice is given in the interest of the client rather than the companies whose products and services it offers.
The firm describes its work through several stated principles. It abides by high morals in delivering advice, commits its time, experience, and knowledge to understanding each client's needs and expectations, and pledges complete confidentiality to every client. It emphasizes objectivity as an independent advisor, professionalism through expertise and attention to detail, and measurable results as a critical element in helping clients reach their goals. Its approach pairs diligent research with technology, and it holds that a portfolio manager with a solid understanding of a client's needs, using available research, is central to an investment plan.
The office sits on Manly Street, a short walk from the Pettigru Street Historic District and Memorial Patio, both about 0.1 miles away. Brockman Park is roughly the same distance, and East North Street and Beattie Place are each about 0.1 miles from the office.
Southeast Financial Advisors has served Greenville since 1998, giving it more than two decades of experience guiding clients through investment management and financial planning in the area.
Services:
- College Planning
- Estate Planning
- Investment Management
- Pension & 401(k) Plans
- Retirement Planning
Score Summary
BizScoreAI scanned the website southeastfinancialadvisors.com on September 25, 2026. Southeast Financial Advisors, LLC has a BizScore of 46 out of 100.
- AI Visibility34 out of 100
- SEO55 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 18 of 30 points, AI Trust Signals 8 of 20 points.
Website audit sub-scores (out of 100): On-Page 34, Technical 81, Performance 64, Content 39.
Strengths: 7 checks passed. AI Crawler Access, AI Content Blocking, Google Business Profile Link, Q&A Content, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 9 checks. llms.txt (failed), Structured Data (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Content Too Thin (failed), Meta Description (failed), Hyperlocal Targeting (warning), Local Multimedia (warning), Author Signals (warning).
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Browse: Businesses in Greenville, SC · Financial Planner in SC · Businesses in SC
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