Spencer Financial Services

Spencer Financial Services YOU HAVE DREAMS. WE HELP YOU PURSUE THEM. Cetera is under separate ownership from any other named entity. http://www.sipc.org

Spencer Financial Services, Inc.’s “Advance & Protect” investment management process:
-Create portfolios, utilizing fundamental analysis, based on asset and sector classes believed to be in a longterm
uptrend. As Warren Buffet says, “Find a trend; throw yourself in front of it.”
-Select ways to invest in asset class using non‐proprietary investment vehicles or strategy.
-Utilize multiple qua

ntitative and qualitative analysis tools to assist in buy/sell decision making process. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
07/14/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
07/07/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

Property taxes too high? Here are ways to potentially lower your assessment.
06/30/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

How familiar are you with the Federal Reserve? Here is a quick history.
06/23/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
06/16/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Your peak earning years are a powerful time to build wealth, but it takes more than income. Strategic year-end planning ...
06/09/2026

Your peak earning years are a powerful time to build wealth, but it takes more than income. Strategic year-end planning can help you grow with confidence.

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
06/02/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
05/26/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Here are a few key factors to consider when naming an executor for your estate.
05/19/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
05/12/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

Address

1135 W. Kansas Street
Liberty, MO
64068

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18167928772

Website

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