How is SC Financial Services different than a stock broker or other financial advisor?
Investment management is just one part of building and managing a clients overall wealth. What makes SC Financial Services unique is our truly comprehensive, coordinated approach. We are a results oriented firm and are consistently client centric. Our clients are viewed and treated as being special and unique. We are proactive for our clients and consistently accessible when a client needs to reach us. We look at each client holistically, understanding their motivations, fears, and past experiences as well as their goals and aspirations, creating a vision of what they are to accomplish. We take away the heavy lifting and allow our clients to focus on the big picture, manage their vision, and experience success. [[Back To Top]] • What can I expect from our first meeting? In your initial, complimentary meeting, we will start by getting to know you and discovering what your individual needs or requirements may be. We will take the time to introduce ourselves, our firm, and our competencie
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- How is SC Financial Services different than a stock broker or other financial advisor?
