FINANCIAL PLANNING TODAY FOR FINANCIAL FREEDOM TOMORROW

Your SPC investment advisor representative has the tools to help you define your financial goals and to reach them. Your investment advisor representative has the experience, resources, knowledge and back-office support to provide you with the investments suitable to accomplish your goals based on your current situation, future plans, feelings and your family dynamics. Sigma Planning Corporation, SPC, is a registered investment advisor, offering fee-based investment advisory services.

CODE OF ETHICS | PRIVACY POLICY | SPC BUSINESS CONTINUITY PLAN | REVENUE SHARING DISCLOSURE  | SEC ORDER 

Electronic Brochures (Updated March 2019):
SPC ADV PART 2A  | FIDELITY TICKET CHARGE SCHEDULE

ACCOUNT ACCESS

Need to check a statement or access your portfolio? Please check with your financial advisor to verify what account access system you should use. If you have any questions regarding your accounts or statements, please contact your representative directly for assistance.

SERVICES

At SPC 4 Clients, we provide assistance in the following areas:

INVESTMENTS
  • Bonds

  • Common Stock

  • Educational IRA

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Treasury Bills

  • Government Securities

  • Treasury Notes

  • Variable Annuity

 

FINANCIAL PLANNING 
  • Retirement Plans

  • Tax Plans

  • 401 (k) Planning

  • 403 (b) Planning

  • College Plans

  • Estate Plans

  • Money Purchasing Plans

  • Profit Sharing Plans

 

ABOUT FIDELITY

Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

CONTACT

If you are a current client, please do not submit any time-sensitive requests on this site. For urgent matters, please contact your financial advisor directly; otherwise, we will follow-up with you as soon as possible.

Address

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

Check the background of this financial professional on FINRA's BrokerCheck

FIDELITY INVESTMENTS IS AN INDEPENDENT COMPANY, UNAFFILIATED WITH SIGMA PLANNING CORPORATION (SPC), A REGISTERED INVESTMENT ADVISOR, OR SPC’S INDEPENDENT INVESTMENT ADVISOR REPRESENTATIVES (SUCH AS YOUR FINANCIAL ADVISOR). FIDELITY INVESTMENTS IS A SERVICE PROVIDER TO SPC AND ITS FINANCIAL ADVISORS.THERE IS NO FORM OF LEGAL PARTNERSHIP, AGENCY AFFILIATION, OR SIMILAR RELATIONSHIP BETWEEN SPC OR YOUR FINANCIAL ADVISOR AND FIDELITY INVESTMENTS, NOR IS SUCH A RELATIONSHIP CREATED OR IMPLIED BY THE INFORMATION HEREIN. FIDELITY INVESTMENTS HAS NOT BEEN INVOLVED WITH THE PREPARATION OF THE CONTENT SUPPLIED BY SPC OR YOUR FINANCIAL ADVISOR AND DOES NOT GUARANTEE OR ASSUME ANY RESPONSIBILITY FOR ITS CONTENT. FIDELITY INVESTMENTS IS A REGISTERED SERVICE MARK OF FMR LLC.FIDELITY CLEARING & CUSTODY SOLUTIONSSM PROVIDES CLEARING, CUSTODY, AND OTHER BROKERAGE SERVICES THROUGH NATIONAL FINANCIAL SERVICES LLC OR FIDELITY BROKERAGE SERVICES LLC, MEMBERS NYSE, SIPC. FEE-BASED INVESTMENT ADVISORY SERVICES OFFERED THROUGH SIGMA PLANNING CORPORATION, A REGISTERED INVESTMENT ADVISOR. FEE-BASED INVESTMENT ADVISORY SERVICES OFFERED THROUGH SIGMA PLANNING CORPORATION, A REGISTERED INVESTMENT ADVISOR.