Spencer Financial is a multi-generational financial services firm specializing in retirement services, investment management, estate planning and insurance solutions. Our clients span across the United States and include successful business owners, families, and executives planning for their retirement. The members of our team operate together using our differentiated process to help clients solve even the most complex of personal and business financial situations.
Signator Investors, Inc. has recognized our commitment to service in the industry and awarded us Practice of the Year.
Spencer Financial participated in the TEC [The Education Cooperative Internship Program], this summer. The TEC is a non-profit under the Dept. of Education; they have been placing high school junior and senior students into summer internships for over 15 years. The goal is to provide a career exploration opportunity which allows them to hone their career interests before applying to college.
Spencer Financial sponsored a rising junior from Wayland High School, Liam...
On July 30th, Bill Spencer of Spencer Financial, LLC in Sudbury traveled to Otisfield, Maine to deliver a $5,000 grant to the Seeds of Peace International Camp. Spencer was able to procure the grant through his involvement with the Million Dollar Round Table Foundation under their Worldwide Grant Program.
This was Spencer Financial’s fifth trip to visit and to deliver grants to the Camp. The Seeds in camp included Egyptians, Afghans, Palestinians and Israelis...
Spencer Financial, LLC is independent of Signator Investors, Inc. and any of its affiliated companies.
Registered Representative/Securities and investment advisory services offered through Signator Investors, Inc., a registered investment advisor, Member FINRA, SIPC, 138 River Road, Suite 310, Andover, MA 01810 (978) 689-9303
We have representatives licensed to offer Insurance Products in the following states: CA Ins. Lic. #0H06132 & 0L57414, CO, CT, DC, FL, LA, MA, ME, MD, NH, NJ, NY, RI, TX, VA, WV
We have representatives licensed to offer Securities in the following states: CA, CO, CT, DC, FL, GA, IA, LA, MA, ME, MD, MI, MN, NC, NH, NJ, NY, OH, OK, RI, TX, VT