Spencer Financial Services

Spencer Financial Services

Financial Services

Liberty, Missouri 61 followers

About us

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.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Liberty, Missouri
Type
Public Company
Specialties
financial planning, retirement planning, and wealth advising

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Employees at Spencer Financial Services

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