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.
Bill Spencer secured a $10,000 Worldwide Grant from the MDRT Foundation to benefit Seeds of Peace. Bill has visited their camp in Maine numerous times and was there to speak to the campers last summer.
In honor of our clients for Thanksgiving, Spencer Financial, LLC sponsored the charity SMILE Mass for 2017 (www.smilemass.org). On November 18th, Bill Spencer ran their Gobble Wobble 5K and then cheered his daughter during the kids’ Fun Run.
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