News & Updates
Spencer Financial Welcomes New Team MemberSubmitted by Spencer Financial, LLC on March 15th, 2016
Please welcome the newest member of the Spencer Financial team, Oksana Levchenko. Oksana lives in Holliston, MA and is a mother of two. She is a former HR Manager, data analyst, and translator who speaks three languages (English, Ukrainian, and Russian).
Spencer Financial Sponsors Summer InternSubmitted by Spencer Financial, LLC on August 11th, 2015
Spencer Financial participated in the TEC [The Education Cooperative Internship Program], this summer. The TEC is a non-profit under the Dept.
Mary Toth Celebrates Son's WeddingSubmitted by Spencer Financial, LLC on June 21st, 2015
Congratulations to Nick & Ali Toth!
Bill Spencer of Spencer Financial, LLC presents $5,000 grant to Seeds of Peace CampSubmitted by Spencer Financial, LLC on June 5th, 2015
On July 30th 2015, Bill Spencer of Spencer Financial, LLC in Sudbury traveled to Otisfield, Maine to deliver a $5,000 grant to the Seeds of Peace International Camp. Spencer was able to procure the grant through his involvement with the Million Dollar Round Table Foundation under their Worldwide Grant Program.
Samuel Baldwin & Bill Spencer, Awarded AIF® DesignationsSubmitted by Spencer Financial, LLC on January 28th, 2015
Samuel Baldwin & Bill Spencer, have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360
Bill Spencer announces the birth of his sonSubmitted by Spencer Financial, LLC on October 24th, 2014
Bill and his wife Jennifer are pleased to announce the birth of their son. William Thomas Spencer IV was born on October 24, 2014. Will is Tom’s third grandchild!
Fallon Health elects Tom Spencer to their Board of DirectorsSubmitted by Spencer Financial, LLC on June 14th, 2014
This month, Tom began serving a 3 year term on the Fallon Board while also serving on the Board’s Audit and Compliance Committee. This represents an exciting opportunity for Tom who sees healthcare as one of the greatest challenges facing clients at Spencer Financial. Tom looks forward to sharing his experience where it may be helpful.
Sam Baldwin, CFP®, presented Steve's Club National Program (SCNP) with a grant checkSubmitted by Spencer Financial, LLC on May 30th, 2014
Sam Baldwin, CFP®, presented Steve's Club National Program (SCNP) in Camden, NJ, with a grant check from the Million Dollar Round Table (MDRT) Foundation. SCNP offers Crossfit fitness training and nutrition education for at-risk youth, and the donation will support the program’s Summer Leadership Camp.
Founding Partner Tom Spencer accepted the “Practice of the Year” award on behalf of Spencer FinancialSubmitted by Spencer Financial, LLC on May 25th, 2014