S&P Financial Services was founded in 2020 by John Surace and Kelly Powers, bringing together more than 50 years of experience in financial planning and wealth management. S&P Financial Services' mission is to provide a tax-intelligent approach that helps clients grow their assets into retirement and protect them from life's what ifs. In addition, S&P Financial Services has a unique expertise as a strategic partner to CPAs and tax professionals to provide them with the right tools and support to grow their practice. 

In 2021, Finest Retirement Services joined forces with S&P Financial Services to add civil service and armed forces retirement planning as specialties for their clients. As sister companies, all clients receive a robust and experienced team that will help them make smart decisions about their money.