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.

08/25/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Health-care coverage (including Medicare) typically does not cover extended medical care.
08/18/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

08/12/2026
What every parent needs to know about insuring his or her teen driver.
08/11/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

M0 is the total of all physical currency worldwide. What’s it look like?
08/04/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
07/28/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
07/21/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

"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.

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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