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Our Culture: Old School Values, New School Innovation

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Spencer Financial is a multi-generational financial services firm specializing in retirement services, investment management, estate planning, and insurance solutions. We have an entrepreneurial culture rooted in historic Sudbury, Massachusetts that has been fueled by decades of hard work on behalf of our clients.

At Spencer Financial, we have combined old school values with today’s high tech innovations in communication, research, digital access, and reporting to deliver the latest in tools and services to our clients. We have purposely retained a small, boutique feel in our organization so we can serve each client exactly as we would like to be served – efficiently, personally, and with a high level of contact.

About Us

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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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Osaic Wealth Form CRS

Securities and advisory services offered through Osaic Wealth, Inc, member FINRA/ SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

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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