SCO Wealth Management - Bel Air, Maryland

Address: 1614 E Churchville Rd #104, Bel Air, MD 21015.
Phone: 38190870.
Website: scowealthmanagement.com
Specialties: Financial planner, Financial advisor, Investment service.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of SCO Wealth Management

☎️38190870

⏰ Open Hours of SCO Wealth Management

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–4:30 PM
Saturday: Closed
Sunday: Closed

Overview of SCO Wealth Management

SCO Wealth Management is a distinguished financial services firm based at 1614 E Churchville Rd #104, Bel Air, MD 21015. With a strong emphasis on personalized service, this veteran-owned business specializes in providing comprehensive financial planning, advisory, and investment services. For those seeking professional guidance on their financial journey, SCO offers a range of expertise tailored to individual needs.

Contact Information

You can reach SCO Wealth Management via phone at 38190870. Their website, scowealthmanagement.com, serves as a valuable resource for learning more about their services and offerings. It's recommended to check their website for the most current information and any special promotions they might be running.

Key Features and Services

Financial Planning and Advisory: Their team of experts can help you create a robust financial plan that aligns with your long-term goals.
Investment Services: SCO Wealth Management offers a variety of investment solutions designed to grow your wealth over time.
Accessibility: The office is wheelchair accessible, complete with accessible parking and restrooms, ensuring a comfortable experience for all clients.
Appointments: They encourage scheduled visits to ensure personalized attention, though online appointments are also available for those who prefer flexibility.

Special Considerations

SCO Wealth Management prides itself on being a veteran-owned business, which often translates into a deep understanding and respect for clients' life experiences. They offer both online and onsite services, making it convenient for clients to choose what suits them best. The office policy of recommending appointments rather than scheduling walk-ins helps to ensure a smooth and focused interaction with a financial advisor.

Client Reviews and Opinions

Clients have left glowing reviews, notably praising the non-pressured environment and the thorough yet personalized approach taken by advisors like Tom. With an impressive average rating of 5/5 based on 19 reviews on Google My Business, it's clear that SCO Wealth Management excels in providing client satisfaction and high-quality financial guidance. Clients appreciate the lack of initial costs and the proactive follow-up, ensuring clients feel supported long after their initial consultation.

Recommendation for Potential Clients

If you're in Bel Air or looking to manage your finances with a trusted advisor, SCO Wealth Management is definitely worth considering. Their combination of expertise, accessibility, and client-centered approach makes them stand out in the financial services industry. For a more personalized touch, consider visiting their website or giving them a call at 38190870 to schedule an appointment. Don't miss the opportunity to experience the high level of service that has earned them such a positive reputation among their clients.

👍 Reviews of SCO Wealth Management

SCO Wealth Management - Bel Air, Maryland

Justin

5/5

Met with Tom. I really enjoyed my experience at SCO wealth. I did not feel pressured at any time. Tom laid out a 3 phase plan after reviewing my finances and asking questions. This visit did not cost a single penny. Tom has even gone out of his way to reach out and see how phase 1's plan was working out. Highly recommend giving Tom a ring!

Jim T.

5/5

I highly recommend SCO Wealth Management for their exceptional financial planning and wealth management services. Tom and his team excel at actively listening to clients' goals and delivering tailored strategies that yield tangible results. Their personalized approach ensures that your unique financial objectives are understood and addressed effectively.

SCO Wealth Management stands out for their commitment to understanding clients' needs and providing comprehensive solutions that align with individual financial goals. If you are looking for a dedicated partner who will prioritize your financial well-being, offer expert advice, and deliver measurable outcomes, I confidently endorse SCO Wealth Management.

Jo A. K.

5/5

We had been searching unsuccessfully for a financial management group in preparation for our retirement. Prior to SCO Wealth Management, each company we interviewed with was not willing to answer the specific questions we had about our personal needs, telling us they would do so once we went forward with their company.

Tom O’Conor from SCO Wealth Management cold-called us one day, and really impressed us. In our introductory meeting, Tom, very methodically and with great patience, answered each of our questions in an easily understandable manner. He used graphs and spreadsheets to guide the conversation, and provided different options to consider. In addition, he provided references.

We have been using SCO for two years, and have been pleased with their plan to secure our income, including during times of economic downturn. On a monthly basis, we meet with Tom to review any changes in our financial status. He makes recommendations based on the market, and there is no pushing us into decisions we may not be comfortable with.

We are very pleased with the service and attention that this company has provided, and highly recommend them to others.

David and Jo Ann Klein
Fairfax, Virginia

Stephen F.

5/5

I look for 3 aspects when I choose a financial advisor.
Integrity
Customer Service
Performance
SCO broke away from a company because it was encouraging investments that benefitted the company over the client.
Integrity is key for me. There are no hidden fees.
I receive a return call w questions usually the same day.
SCO does the overwhelming majority of my investments. I occasionally participate w ideas which they either explain are not in my best interest or occasionally agree and we ad to my portfolio. I like to participate just to keep me interested and to draw attention to my concerns and interests.
The markets fluctuate but in general my net worth increases or maintains value while I extract a monthly allowance.
I recommend SCO--I feel safe and comfortable w their leadership.

Brian T.

5/5

The team at SCO (specifically Tom) are fantastic to work with and are incredibly knowledgeable. They tailored their investment advice to navigate my current needs (especially during an uncertain time while laid-off) and achieve future retirement goals. Could not be happier with them, would highly recommend.

Robert S.

5/5

I’ve had the majority of my 401k investments with SCO since September 2023 and I have been very impressed with Tom O’conor and the entire SCO TEAM.
At the outset, I indicated to Tom what level of investment risk I was willing to take, and what type of return on investments I was desiring, and Tom invested my money in multiple annuities and CDs, achieving results I was hoping for. I am also very pleased with the proactive approach Tom and SCO takes in regards to communication and any actions required associated with my investments. I highly recommend SCO for investment management and plan to be with them for years to come.

Kristine B.

5/5

Tom was very welcoming and informative. He gave my son great advice. I would highly recommend their services!

Jimmy M.

5/5

I had the opportunity to interact with the team at SCO Wealth Management, and I must say they were a group of great people. Their knowledge and services were truly fantastic, and they consistently delivered high-quality guidance to their clients. It's evident that they are dedicated professionals in the financial planning field.