Interview Q&A
How long have you been in business?
Over four decades
What is your primary product or service?
Wealth Management, Estate & Tax Planning, College Funding, Succession & Retirement Planning, Risk Management/
Long Term Care Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Edward Geoffrey Sella/ CPA,CFP / PFS - President & CEO / SPC Financial, Inc. / Securities Offered through Raymond James Financial Services / FINRA/SIPC
How do you differentiate yourself from other businesses in your category and area?
SPC Financial Inc.integrates Tax Planning into their Wealth Management programs, through their affiliated firm Sella & Martinic, LLC ,through a separate engagement letter with clients.
How many locations do you have and do you have plans to expand?
We currently serve our local, national & international clients out of our Corporate office located in Rockville, Md.
Provide detailed directions to your location
See website: spcfinancial.com . Click onto: "Our Location" webpage
What type of payments do you accept?
Most major credit cards
Which areas do you service?
Local, National & International clients.
Who owns your company or runs daily operations?
Edward Geoffrey Sella is the President & CEO of SPC Financial, Inc.
What are your hours of operation?
Corporate Hours are 8:30 am - 5:30 pm / Monday - Friday. Advisors are available by phone 24 hours daily.
What is the best compliment anyone can give you?
That they have reached their retirement & financial life goals.
What is your favorite quote or Bible verse?
It's not what you make...it's what you keep!
Contact SPC Financial, Inc.:
