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SMCMA Preferred Business Partners

by: SMCMA AdminJune 10, 2017
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SMCMA's Preferred Business Partners is a resource to assist member physicians in making valuable business decisions for their practices. Our Preferred Business Partners consists of medical-related businesses that serve San Mateo County physicians. We are dedicated to offering special services or discounts to SMCMA members on various products and services designed to accommodate the business needs of physicians. 

Companies desiring to be considered for inclusion in the program are asked to email Sabrina Malcolmson at with a brief overview of your business focus, your company's products and/or services, and a description of the benefit and discount members of SMCMA would receive that would not be available without this program. 

If, as a SMCMA member physician, you would like to recommend a company join or have comments about the companies in the program, please contact Sabrina Malcolmson at

SMCMA Preferred Business Partners

Bank of America Merrill Lynch 

Investment banking services

What's important to you? BOFAML can help you achieve those goals.

First Republic Bank

Personal Banking and Wealth Management

FRB offers private banking, business banking and private wealth management services.

Rebalance IRA

Retirement Investment Services

Rebalance IRA manages your retirement investments with some of the lowest fees in the industry with a collection of globally diversified funds.

SGC Financial & Insurance Services

Financial & Insurance Services

Headquartered in San Mateo, SGC offers the SMCMA sponsored 401k plan offer to its member's physicians as well as a wide array of financial planning products and services. They specialize in retirement planning for individual and private practicing physicians.