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SPC Financial, Inc. logo — Human-Centric Wealth Management™ - providing simple solution...

SPC Financial, Inc.

Human-Centric Wealth Management™ - providing simple solutions to complex financial problems, on a human level.

Founded 1970 United States Rockville, United States 19 employees Financial Services, Wealth Management

General Information

Company Name SPC Financial, Inc.
Founded Year 1970
Location United States Rockville, United States +1
Employees 19
Industries Financial Services, Wealth Management
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About SPC Financial, Inc.

SPC Financial is an established financial services and wealth management company that prides itself on a Human-Centric Wealth Management™ approach. Since its founding in 1977, the company has focused on providing simple solutions to complex financial problems, on a human level. With a specialized, multi-disciplinary, tax-integrated team, SPC Financial offers personalized services to its clients. The company's reputation as one of the oldest nationally-recognized, human-centric, white glove investment management and financial planning firms in the country is a testament to its expertise and commitment. SPC Financial's headquarter is located in the United States, with a deep-rooted presence in the Metropolitan Washington, D.C. landscape. The company offers investment advisory services while also partnering with Raymond James Financial Services, Inc. (RJFS) for securities offerings. The engaged approach of the firm is evident through its provision of tax services and analysis through the related firm Sella & Martinic, LLC. While the company has not disclosed its last investment or investors, it has been recognized with Honorary Industry Achievement Awards, showcasing its industry standing and accolades. SPC Financial's commitment to understanding and serving clients on a human level, coupled with its extensive experience, positions it as a noteworthy player in the financial services and wealth management space.

Taxonomy: Wealth Management, Financial Planning, Tax-Integrated, Investment Advisory, White Glove Service, Retirement Planning, Asset Allocation, Portfolio Management, Estate Tax Planning, College Planning, Succession Planning, Business Planning

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SPC Financial, Inc. Alternatives & Competitors

SPC Financial, Inc. vs
Keator Group LLC
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SPC Financial, Inc. vs
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SPC Financial, Inc. vs
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FAQ About SPC Financial, Inc.

Human-Centric Wealth Management™ - providing simple solutions to complex financial problems, on a human level.
SPC Financial, Inc. was founded in 1970.
SPC Financial, Inc. is headquartered in Rockville, United States.
SPC Financial, Inc. operates in the following industries: Financial Services, Wealth Management.
SPC Financial, Inc. has approximately 19 employees.
Top alternatives and competitors to SPC Financial, Inc. include Keator Group LLC, Gaskin Asset Management, LLC, OnPoint Wealth Partners, Summit Financial Group, LLC, Carter Financial Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SPC Financial, Inc. and Keator Group LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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