Spencer's Financial

Spencer's Financial No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Vest Investment Services SM and H.D. Vest Advisory Services SM.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. While developing a customized financial program, we will walk you through a step-by-step process th

at will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax management
Investment management *
Retirement strategies *
Estate conservation
Insurance and annuity products *

* These services are offered by Noel Spencer through his affiliation with H.D.

Check out this informative video on bull and bear markets to better understand how the stock market works!
08/31/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

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What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
08/28/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Secrets of the Temple: How the Federal Reserve works.
08/26/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Are you ready for school—again?
08/24/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
08/21/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Are you looking for a balance? Find yours, starting with this video.
08/19/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
08/17/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
08/14/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
08/12/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
08/10/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Address

29 St. John Street
Goshen, NY
10924

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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