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Planning Made Personal

Investments - Insurance - Retirement

About Spencer Financial, LLC

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.

 

 

Our Culture

 

 

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Our Process

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Our Team

Learn more about our team of professionals.

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Bill Spencer grew up in a family environment that demonstrated financial responsibility, accountability, trustworthiness, and good intentions. His...

Bill Spencer, CFP®, AIF®

Partner

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Sam Baldwin's career began in the home office of Massachusetts Financial Services (MFS), a Boston-based mutual fund company, where Sam...

Samuel Baldwin, CFP®, CPWA®, AIF®

Partner

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Jamie Swasey began her career in financial services during her sophomore year at the University of New Hampshire.  During breaks from college...

Jamie Swasey, CPFA®

Director of Retirement Plan Services

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Dan Enos began his career in financial services during his sophomore year in high school working at a Credit Union.  It was there that he...

Dan Enos, CFP®

Junior Advisor

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When Danielle Lau began working at Spencer Financial, LLC she was not aware of the impact a financial services firm can have on someone’s...

Danielle Lau

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Gene Barton became interested in a career in financial services as he was completing his undergraduate degree in New York City. He realized the...

Gene Barton, CFP®

Paraplanner

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After graduating from Salve Regina University in Newport, RI, Peter Murphy started his career as a Workers’ Compensation underwriter in the...

Peter Murphy

Advisor Assistant, Insurance Specialist

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Tom Spencer has provided clients and the team of professionals at Spencer Financial, LLC first-hand knowledge of multiple market and economic...

Tom Spencer, ChFC®

Founding Partner

News & Updates

Latest Blog Posts

Spencer Financial Sponsors & Plays in 10th Annual Sudbury for Wounded Warriors Golf Tournament
Oct 06, 2021 by Spencer Financial, LLC

Spencer Financial was proud to sponsor and play in the 10th annual Sudbury for Wounded Warriors "Drive Fore Our Troops Golf Tournament" hosted at Charter Oak Country Club. Thank you to all of our friends at ALKU for joining us in supporting such a great cause!

Golf 5.jpg...

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Spencer Financial Team adds Director of Retirement Plan Services
Apr 26, 2021 by Spencer Financial, LLC

Please join us in welcoming our new Director of Retirement Plan Services, Jamie Swasey. Jamie is from New Hampshire, and previously worked for Putnam Investments, caring for clients with retirement plans ranging from $5M to $1B in assets.

Jamie.jpg

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Bill Spencer, CFP®, AIF® Named Sudbury Foundation Trustee
Nov 11, 2020 by Spencer Financial, LLC

Congratulations to Bill Spencer on his appointment to the board of trustees of the Sudbury Foundation. This amazing foundation is supporting Sudbury and the surrounding communities through their generous grantmaking and scholarship programs.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 978-443-6500
Fax: 978-443-6550
Toll Free: 888-443-1776

327A Boston Post Road, Sudbury, Massachusetts 01776

     

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Royal Alliance Form CRS

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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