Skip to main content

  • Home
  • About Us
    • Our Culture
    • Our Team
    • Our Process
  • Services
    • Wealth Management Services
    • Our Strategic Partners
    • Wealth Management Organizer
  • News & Updates
  • Contact

Planning Made Personal

Investments - Insurance - Retirement

    You are here

  1. Home
  2. News & Updates

News & Updates

Mary Toth, CFP wins USTA tennis tournament

Submitted by Spencer Financial, LLC on July 30th, 2012

Mary Toth, CFP® serves as Financial Planning Coordinator at Spencer Financial, LLC.  When not at work, Mary is an avid tennis player.  The firm is pleased to report that Mary recently won the championship in the USTA Senior Slams Clay-Court tournament for the Eastern Mass. district held at Concord Country Club. 

Bill Spencer announces the birth of his daughter

Submitted by Spencer Financial, LLC on July 29th, 2012

Bill Spencer and his wife Jennifer are pleased to announce the birth of their first child. Kendra Leigh Spencer was born on July 28, 2012. Kendra is Tom’s first grandchild!

  • Read more

Sam Baldwin featured on retirement planning process

Submitted by Spencer Financial, LLC on May 15th, 2012

Samuel Baldwin, CFP® has attracted industry attention for developing sustainable income strategies for retirees. He was recently published in "Broker World" on the subject.

Read entire article here 

Spencer Financial, LLC advisors qualify to attend international meeting

Submitted by Spencer Financial, LLC on April 20th, 2012

The MDRT will hold its annual meeting in Anaheim, California.  Qualifying advisors from more than 60 countries will attend to discuss business practices, technical issues, and community service.  Both Bill Spencer, CFP® and Sam Baldwin, CFP® have participated on advisory committees leading up to the meeting. 

Sam Baldwin featured in MDRT blog

Submitted by Spencer Financial, LLC on April 11th, 2012

Sam Baldwin, CFP was recently asked how to encourage responsible financial behavior in children and young adults.  His responses were printed in the MDRT online blog. 

Read entire article here

Spencer Financial receives "Practice of the Year" recognition

Submitted by Spencer Financial, LLC on March 14th, 2012

The John Hancock Financial Network has named Spencer Financial one of the two top firms to be recognized as its "Practice of the Year". 65 entrepreneurial JHFN firms participated in an exhaustive review conducted by independent experts to evaluate all aspects of overall practice management and client service.

  • Read more

Tom Spencer secures a $10,000 grant for the Seeds of Peace Camp

Submitted by Spencer Financial, LLC on March 1st, 2012

The Seeds of Peace camp in Otisville, Maine has been a regular recipient of fund raising efforts by Tom Spencer in conjunction with the MDRT Foundation.  The camp brings together teenagers from areas of conflict around the world in an attempt to groom our next generation of leaders.

Spencer Financial retirement income distribution strategy featured in MDRT online magazine

Submitted by Spencer Financial, LLC on February 10th, 2012

The advisors at Spencer Financial employ a creative approach to retirement income distribution.  The approach is designed to avoid the risks which can result from an unfortunate sequence of returns during the retirement years.  The strategy has caught the attention of other advisors and industry publications.

Sam Baldwin completed CFA Level I

Submitted by Spencer Financial, LLC on January 25th, 2012

Spencer Financial, LLC is pleased to announce that Sam Baldwin, CFP has successfully completed the CFA level I examination.  CFA (Chartered Financial Analyst) is a globally recognized association of investment professionals.  The CFA program requires a graduate level program of study that combines a broad curriculum with professional conduct requirements, culminating in three sequenti

  • Read more

Tom Spencer Honored by Endicott College

Submitted by Spencer Financial, LLC on December 31st, 2011

Tom Spencer was recently honored by Endicott College for completing four years as Chairman of the Board of Trustees.  Tom will continue supporting the college as a Trustee and as a member of the Executive Committee.

  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • next ›
  • last »
Find out more about us

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

     

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

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.

© 2022 Spencer Financial, LLC. All rights reserved.

Website Design For Financial Services Professionals