Spencer Financial Services

www.spencerfinancialinc.com

Our compelling mission for Spencer Financial is to... -provide creative planning, education, and strategic direction to assist our clients in accomplishing their Mission, Vision, Values, and Goals; -demonstrate proactive service excellence that exceeds expectations; -build long-lasting business relationships based on trust, confidence, and integrity; -retain highly qualified associates that place our clients’ needs as their sole business priority; and serve as good citizens in our community. Spencer Financial began servicing clients in 1987 in Independence, Missouri. Our firm has been with the same broker/dealer for 18 years. Spencer Financial is now located in Liberty, Missouri. Securities and investment advisery services are offered through Cetera advisers LLC, member FINRA/SIPC.

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Our compelling mission for Spencer Financial is to... -provide creative planning, education, and strategic direction to assist our clients in accomplishing their Mission, Vision, Values, and Goals; -demonstrate proactive service excellence that exceeds expectations; -build long-lasting business relationships based on trust, confidence, and integrity; -retain highly qualified associates that place our clients’ needs as their sole business priority; and serve as good citizens in our community. Spencer Financial began servicing clients in 1987 in Independence, Missouri. Our firm has been with the same broker/dealer for 18 years. Spencer Financial is now located in Liberty, Missouri. Securities and investment advisery services are offered through Cetera advisers LLC, member FINRA/SIPC.

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Country

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State

Missouri

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City (Headquarters)

Liberty

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Employees

1-10

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operations Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Client Services Manager

    Email ****** @****.com
    Phone (***) ****-****

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