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.
Spencer Financial sponsored the 2018 LS Booster Club Golf Classic. Bill Spencer played in the tournament and helped raise funds to support the high school’s athletic program which he benefited from years ago.
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.
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.
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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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