SPC Financial Inc. | Financing
Welcome to SPC Financial, Inc.
SPC Financial, Inc. is a 43 year old established Independent Registered Investment Advisory/ SEC Firm. We are honored to be among one of the oldest multi-disciplinary, tax integrated, Investment Management & Financial Planning Pioneers within the country. Although our financial investment, estate & tax planning services extend nationwide our financial roots are deeply ingrained throughout the Metropolitan Washington, DC landscape.
Our nationally recognized, award winning, cross-trained, financial team of financial advisors are proud to serve clients both locally and nationwide. We pride ourselves in our *Industry Achievement Awards and are humbled by our client’s loyalty over the past four decades. We are dedicated to achieving the highest level of client service satisfaction and trust, through our steadfast mission to help them achieve their financial success. We continue to cultivate our "financial investment gardens" and are proud to be a part of the legacies propagating among our client family trees throughout the country.
We are pleased to have assisted over 1,700 families pursue their unique wealth management, estate & tax planning goals and continue to share our financial vision, wisdom and tax experience with a multitude of diverse clients ranging from CEOs, private business groups, foundations, attorneys, physicians, executives, entrepreneurs, independent professionals, federal and state government employees, military families, health care professionals, architects, builders, executives, entrepreneurs, parents, grandparents, widows, widowers, retirees, unmarried couples, and budding young families.
It is our steadfast mission and pleasure to help simplify your complicated world of finance through interactive educational and investment strategies ranging from comprehensive risk management techniques, income and estate tax provisions, retirement & succession planning, portfolio management, asset transfer strategies, college & legacy planning as well as wealth management preservation programs.
Our personal investment programs are customized and individually designed by the advisor you choose to address your unique financial needs, while empowering you with the appropriate knowledge necessary to make long term investment decisions. We Plan... Develop... Implement and Advise on any level of financial interest, while integrating estate and tax provisions into your financial program through invaluable resources provided by our CPA**/ Advisory Team.
We encourage you to explore our interactive website and become familiar with "Our Team of Financial Advisors", their financial specialties & accreditation as well as our extensive financial services and investment resources. Should you have any questions and would like more information on our advisory firm, our advisors or are interested in discussing your current investment or tax program please feel free to email us or call our Rockville, MD corporate headquarters at (301) 770-6800. We look forward to hearing from you and assisting with your financial needs..
*See SPC / Honorary Achievement Awards
**Raymond James Financial Services does not offer or provide tax, legal or healthcare advice. Any tax advice provided herein is provided by Sella & Martinic, LLC. Any healthcare advice provided herein is provided by SPC Insurance, LLC. RJFS is not affiliated with the independent, Sella & Martinic, LLC nor SPC Insurance, LLC, both of which are independent entities.
Plan | Develop | Integrate | Advise
SPC Financial, Inc.’s core belief is that every aspect of one’s life is generally dictated by the ability to provide for one’s future. Whether you are jointly or personally concerned with educating your children or grandchildren, paying estate or personal taxes, providing a financial legacy for your heirs, preserving your finances for your golden years, preparing for an unplanned disability or long term care needs...each stage of your life requires careful, thoughtful financial planning.
It is our intent to carefully review and integrate each financial portfolio with an effective estate & tax plan, designed to help maximize an individuals wealth potential. At SPC Financial, Inc., our Financial Advisors make it a point to know each of our clients personally, so we can properly develop a personal comprehensive wealth management program.
Please take a few minutes to review our extensive list of financial services below, designed to help you achieve your personal financial goals.
If you have a typical or unique financial planning issue or require a wealth management consultation please do not hesitate to call us at (301) 770-6800 or email@example.com., and one of our financial advisors will be more than happy to contact you.