What We Do

We’re here to help you get TO AND THROUGH retirement. We posses the wisdom and foresight to help you and your family thrive both today, and in the future. With today’s shifting economy, helping you secure your financial future is our top priority. Through a holistic planning and consultative approach, we can provide the game plan for success and help you every step of the way.


Your financial future is important. We help you define what that future looks like as well as help you, your family, and your business achieve those goals. Working with SP Financial Services Inc. will give you a sense of confidence in your plans and allow you to focus on what matters most to you.

Serving the community and our clients has been our #1 priority for over 18 years. We’ve been through great markets and trying times, and we believe our clients have stuck by us every step of the way for a reason. We operate under a fiduciary standard of care.

Why Choose SP Financial Services Inc.

  • We provide financial services for some of the East Coasts’ most successful individuals and companies. Our expertise includes more than 18 years of successful partnerships in many different areas.
  • We offer a wide range of services and solutions guiding you through every step of financial wellness , taking into account all aspects of your specific circumstances.
  • Our clients are the main focus. We build trust and reputation through transparency and the financial goals we’ve helped our clients achieve.


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What Separates Us

Personalized Planning

Our clients all have a different story and phase of life. We cater our services to your specific needs in order to bring you a personalized experience. Money is an intimate topic so we take the time to get to know your specific situation so that we can design a strategy or create a financial plan.

Years of Professional Experience

Providing professional financial services to clients and businesses for over 18 years is no easy feat. We’ve stood the test of time through our holistic approach and our reputation in the community.  We are committed to being known as one of the most trustworthy financial firms in the area.


We pride ourselves on our transparency with our clients. Being upfront, open, and honest about who we are and what we do to help our clients is a staple of who we are.

Team of Professionals

Whether in sports, or in business, it takes a winning team to create success. Our group of financial professionals excels in exceeding client expectations and creating a winning financial strategy because we know the importance of working together so that our clients succeed.