SBC Wealth Management

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

2920 E 96th St, Indianapolis, Indiana, 4...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About SBC Wealth Management

We know that the needs of our clients are too diverse for any one or two advisors to satisfy on their own. The wealth management team at SBC has many decades of multigenerational wealth management experience. The hallmark of the team is true dedication to our clients financial and lifestyle desires with professional and personalized service. As a registered investment advisor we adhere to the highest fiduciary standards and are committed to our clients success. At SBC Wealth Management, our mission is to position our clients to meet their financial and lifestyle desires while adhering to the very highest fiduciary standards. When the markets, the economy or life altering events deliver an unexpected challenge to our clients, we are there to make sure they make it through. Growth is vital to the long term relevance of any company, although growth purely for the sake of size has little purpose. We will continue to grow SBC with purpose, through a committed focus on providing client resouRead more
SBC Wealth Management's Social MediaPopular SearchesSBC Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

SBC Wealth Management Org Chart

PhoneEmail
JB
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Client Support Specialist

PhoneEmail
SM
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Wealth Advisor

PhoneEmail

PhoneEmail
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SBC Wealth Management Tech Stack

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Frequently Asked Questions Regarding SBC Wealth Management

What is SBC Wealth Management's official website?
SBC Wealth Management's official website is www.strategicbenefit.com
What is SBC Wealth Management's Revenue?
SBC Wealth Management's revenue is <$5 Million
What is SBC Wealth Management's SIC code?
SBC Wealth Management's SIC: 62,628
What is SBC Wealth Management's NAICS code?
SBC Wealth Management's NAICS: 52,523
How many employees does SBC Wealth Management have?
SBC Wealth Management has 1-10 employees
What industry does SBC Wealth Management belong to?
SBC Wealth Management is in the industry of: Finance, Securities Trading
What technology does SBC Wealth Management use?
Some of the popular technologies that SBC Wealth Management uses are: Microsoft 365, Amazon Route 53, Microsoft Exchange Online
What does SBC Wealth Management do?

We know that the needs of our clients are too diverse for any one or two advisors to satisfy on their own. The wealth management team at SBC has many decades of multigenerational wealth management experience. The hallmark of the team is true dedication to our clients financial and lifestyle desires with professional and personalized service. As a r... egistered investment advisor we adhere to the highest fiduciary standards and are committed to our clients success. At SBC Wealth Management, our mission is to position our clients to meet their financial and lifestyle desires while adhering to the very highest fiduciary standards. When the markets, the economy or life altering events deliver an unexpected challenge to our clients, we are there to make sure they make it through. Growth is vital to the long term relevance of any company, although growth purely for the sake of size has little purpose. We will continue to grow SBC with purpose, through a committed focus on providing client resources, technology, personalized service, and uncompromising quality. We will continue to invest in technology, in human capital, and in the necessary systems to guide our present and future clients into the world that lies ahead. "SBC Wealth Management was proud to be a Tour Sponsor for the 10th annual Spin4Heroes event held on March 8, 2020 at..."Read More

What are SBC Wealth Management social media links?
SBC Wealth Management Linkedin page SBC Wealth Management Facebook page
Is SBC Wealth Management a public company?
SBC Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about SBC Wealth Management

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