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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
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.

Business keywords: 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

No funding data available for SPC Financial, Inc. yet.

SPC Financial, Inc. Alternatives & Competitors

View All Alternatives
SPC Financial, Inc. vs
Summit Financial Group, LLC
Summit Financial Group, LLC United States

The Power of Partnership

47 employees
Finance, Financial Services
SPC Financial, Inc. vs
Centrix Wealth Partners
Centrix Wealth Partners United States

Our principal belief is that everything begins with a well-designed financial plan.

6 employees
Financial Services, Wealth Management
Compare SPC Financial, Inc. vs Centrix Wealth Partners
SPC Financial, Inc. vs
Woodforest Wealth Strategies
Woodforest Wealth Strategies United States

The higher level of guidance your wealth deserves

22 employees
Financial Services, Wealth Management
View all alternatives

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 Financial Services and Wealth Management. Its work centres on Wealth Management, Financial Planning, Tax-Integrated and Investment Advisory.
SPC Financial, Inc. has approximately 19 employees.
Top alternatives and competitors to SPC Financial, Inc. include Summit Financial Group, LLC, Centrix Wealth Partners, Woodforest Wealth Strategies, Periscope Wealth Management, Fortress Financial Strategies. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SPC Financial, Inc. and Summit Financial 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.

Source: BounceWatch company record for SPC Financial, Inc., https://bouncewatch.com/company/spc-financial, updated 30 November 2024. When citing, please name BounceWatch and link this page.

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