Spencer Financial Services
www.spencerfinancialinc.comOur 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.
Read moreOur 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.
Read moreCountry
State
Missouri
City (Headquarters)
Liberty
Employees
1-10
Estimated Revenue
$1,000,000 to $5,000,000
Social
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President
Email ****** @****.comPhone (***) ****-****Financial Advisor and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Chief Operations Officer
Email ****** @****.comPhone (***) ****-****Client Services Manager
Email ****** @****.comPhone (***) ****-****
Technologies
(16)