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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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Many years ago, Mary Toth’s father suggested that the financial services industry might be a great place for her to apply her skills and...

Mary Toth, CFP®

Financial Planning Coordinator

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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

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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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Oksana Levchenko is often the first voice that clients hear when they call or visit Spencer Financial, LLC.  With positive attitude, she...

Oksana Levchenko

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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

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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Bill Spencer, CFP®, AIF® Honored by NAIFA Massachusetts
Nov 06, 2020 by Spencer Financial, LLC

Bill Spencer, was recognized as one of the 4 Top Young Advisors in Massachusetts under the age of 40 for 2020.

https://www.naifama.org/event-3912038

NAIFA was founded in 1890 as the National Association of Life Underwriters and has been...

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Bill Spencer, CFP®, AIF® Joins Sudbury Youth Lacrosse Board
Sep 21, 2020 by Spencer Financial, LLC

Bill Spencer was voted in as Director for Sudbury Youth Lacrosse Board. Congrats Bill! 

 

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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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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.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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