About Spencer Financial
Welcome to a distinct community - one founded on sound financial principles, trust, friendship, and caring. Our focus is on building relationships with clients in order to better understand and help them achieve their dreams.
In 1955, Walt Disney opened the doors to let the world see his dream. Disneyland (CA) was a place of magic and imagination; where anything was possible. Though he passed away prior to the opening of Disney World (FL), by planning for the future and sharing his dreams and visions with others, he ensured that his legacy would live on.
As an independently managed firm, Spencer Financial helps you plan by simplifying the demands of managing your wealth, with complete objectivity, allowing you to devote more time to your family, your personal endeavors, and/or your business.
Spencer Financial has been privileged in serving our clients since 1991. We have always been and always will be independent. We believe this keeps the focus on what is best for each individual client. From the beginning, we have focused on creating and implementing customized wealth plans for each individual and their specific needs and desires. Our unique, team approach ensures you are provided an unprecedented level of personalized care and service.
From accumulating to preserving to transferring your wealth, we are here for you.
Our Mission
- 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.