Spencer Financial Services Email Format

Financial ServicesMissouri, United States11-50 Employees

Spencer Financial Services operates in the financial services sector, offering planning, education, and strategic guidance to help clients pursue their stated mission, vision, values, and goals. Its approach emphasizes proactive service and a focus on achieving meaningful client outcomes rather than solely transactional activity. It seeks to build long-lasting relationships based on trust, confidence, and integrity, with client needs placed at the center of its work.

Based in Liberty, Missouri, the firm has its roots dating back to 1987 when it began serving clients in Independence. It has been with the same broker/dealer for 18 years, and its securities and investment advisory services are provided through Cetera Advisers LLC, a FINRA/SIPC member.

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