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.
It is bittersweet to announce that effective September 1st, 2022, Mary Toth has retired from her position at Spencer Financial. She looks forward to spending more time with her growing family, traveling, and trying to lower her golf handicap!
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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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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