Our Culture: Old School Values, New School Innovation
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.