Insights

Client-Centric Focus Spencer Financial emphasizes proactive service excellence and building long-lasting relationships based on trust and integrity, presenting opportunities to offer advanced customer experience solutions and client engagement tools.

Growth Potential With a revenue range of 10 to 25 million dollars and a relatively small team of up to 50 employees, there is significant potential for scalable solutions that enhance operational efficiency and support future expansion.

Technology Adoption The company's robust tech stack, including AWS, Cloudflare, and Moat, indicates openness to innovative digital solutions, making it a prime candidate for advanced cybersecurity, analytics, and cloud-based service enhancements.

Competitive Environment Operating within the financial services industry alongside major national firms with thousands of employees highlights opportunities to provide niche or tailored financial technology solutions that differentiate Spencer Financial in the market.

Community and Values Spencer Financial’s focus on being a good community citizen and serving clients' mission-driven goals suggests a potential interest in socially responsible investing platforms and community engagement technologies.

Spencer Financial Services Tech Stack

Spencer Financial Services uses 8 technology products and services including Moat, Amazon Web Services, Cloudflare CDN, and more. Explore Spencer Financial Services's tech stack below.

Moat

Analytics

Amazon Web Services

Cloud Hosting

Cloudflare CDN

Content Delivery Network

jsDelivr

Content Delivery Network

jQuery

Javascript Libraries

Google Maps

Maps

Site24x7

Real User Monitoring

Cloudflare Bot Management

Security

Spencer Financial Services Email Formats	Example	Percentage
First@spencerfinancialinc.com	John@spencerfinancialinc.com	100%

Spencer Financial Services Email Formats

Example

Percentage

First@spencerfinancialinc.com

John@spencerfinancialinc.com

100%

Frequently Asked Questions

Where is Spencer Financial Services's headquarters located?

Spencer Financial Services's main headquarters is located at 1135 West Kansas Street Liberty, Missouri 64068 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Spencer Financial Services's phone number?

You can contact Spencer Financial Services's main corporate office by phone at

+1-816-792-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Spencer Financial Services's official website and social media links?

Spencer Financial Services's official website is spencerfinancialinc.com and has social profiles on LinkedIn.

What is Spencer Financial Services's NAICS code?

Spencer Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Spencer Financial Services have currently?

As of April 2026, Spencer Financial Services has approximately 14 employees across 2 continents, including North AmericaAfrica. Key team members include Ceo & Financial Advisor: D. G.Chief Operations Officer: M. S.President & Financial Advisor: S. G.. Explore Spencer Financial Services's employee directory with LeadIQ.

What industry does Spencer Financial Services belong to?

Spencer Financial Services operates in the Financial Services industry.

What technology does Spencer Financial Services use?

Spencer Financial Services's tech stack includes MoatAmazon Web ServicesCloudflare CDNjsDelivrjQueryGoogle MapsSite24x7Cloudflare Bot Management.

What is Spencer Financial Services's email format?

Spencer Financial Services's email format typically follows the pattern of First@spencerfinancialinc.com. Find more Spencer Financial Services email formats with LeadIQ.

Spencer Financial Services

Q: How many employees does Spencer Financial Services have currently?

Spencer Financial Services has approximately 14 employees.

Q: What technology does Spencer Financial Services use?

Spencer Financial Services's tech stack includes Site24x7, Google Hosted Libraries, ScrollReveal, HSTS, Bootstrap.

Q: What is Spencer Financial Services's NAICS code?

Spencer Financial Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesMissouri, United States11-50 Employees

Our compelling mission for Spencer Financial is to...

-provide creative planning, education, and strategic direction to assist our clients in accomplishing their Mission, Vision, Values, and Goals; 

-demonstrate proactive service excellence that exceeds expectations; 

-build long-lasting business relationships based on trust, confidence, and integrity; 

-retain highly qualified associates that place our clients’ needs as their sole business priority; and 
serve as good citizens in our community. 

Spencer Financial began servicing clients in 1987 in Independence, Missouri. Our firm has been with the same broker/dealer for 18 years. Spencer Financial is now located in Liberty, Missouri. Securities and investment advisery services are offered through Cetera advisers LLC, member FINRA/SIPC.

Insights

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