Spc Wealth Management
Strategic Planning Concepts is a Financial Services company located in 3310 W Big Beaver Rd Suite 137, Troy, Michigan, United States. At Strategic Planning Concepts, we see uncertainty as opportunity. Our experienced team of advisors will help you construct a financial blueprint destined for future success. We simplify the complexities of corporate sponsored retirement plans. Strategic Planning Concepts helps plan sponsors deliver the highest quality program by providing services that seek to save time, reduce exposure to fiduciary liability, and promote an independent prudent process. Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Strategic Planning Concepts is independent of Sigma Financial Corporation and Sigma Planning Corporation. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or Strategic Planning Concepts. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
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11 to 50 range
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
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Kevin Oneill
Owner · General Business & Management
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John Schuele
Retirement Plan Consultant · Finance & Accounting
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Top roles at Spc Wealth Management
4 distinct titles indexed · top 4 shown.
- 2retirement plan consultant
- 1managing member
- 1owner
- 1partner & co-founder
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