Welcome to a distinct community - one founded on sound financial principles but filled with friendship and kindness. Spencer Financial focuses on building a relationship with clients in order to better understand the clients' DREAMS.
Walt Disney creatively imagined a magical place for families. Even though Walt Disney died before Disney World opened, he had shared his dream and planned for the future.
Spencer Financial helps you PLAN by simplifying the demands of managing your wealth in order to enable you to devote time to your family, your personal endeavors, and your business. Our services include:
- organizing and protecting your assets utilizing our Offense & Defense Investment Philosophy,
- regularly reviewing asset allocations in relationship to your risk tolerance and individual plan,
- strategizing your financial, retirement, tax, and estate plans, and
- offering a plan to simplify, consolidate, and integrate every aspect of your financial future.
30 Westwoods Drive
Liberty, Missouri 64068
||Overland Park Office:
10955 Lowell, Suite 900
Overland Park, Kansas 66210
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Serving the following Missouri locations: Clay, Jackson, Platte, Liberty, Excelsior Springs,
Kearney, Platte City, Blue
Springs, Independence, Kansas City, Lee's Summit, Lawson and Lathrop.
Serving the following Kansas locations: Johnson, Overland Park, Leawood, Olathe, Lenexa, Kansas City Kansas, Wyandotte County and Leavenworth.
and investment advisery services offered through Cetera advisers LLC,
member FINRA, SIPC.
Spencer Financial Services, Inc. is not affiliated with Cetera advisers LLC.
Investment products and services from
this representative(s) available to residents of Missouri(MO), Kansas(KS), Nebraska(NE), Georgia(GA), California(CA), Colorado(CO), Florida(FL), Texas(TX), Iowa(IA), Minnesota(MN), Illinois(IL), Indiana(IN), New York(NY), Arizona(AZ), Tennesse(TN), and Idaho(ID).
Due to various state regulations and registration
requirements concerning the dissemination of information regarding investment
products and services, we are currently required to limit access of the
following pages to individuals residing in states where we are currently
registered. A Broker/Dealer, Registered Investment Adviser, Registered
Representative or Investment Adviser Representative may only transact business
in a particular state after licensure or satisfying qualifications requirements
of that state, or only if they are excluded or exempted from the states
Broker/Dealer, Registered Investment Adviser, or Registered Representative or
Investment Adviser Representative requirements, as the case may be; and
follow-up, individualized responses to consumers in a particular state by
Broker/Dealer, Registered Investment Adviser, Registered Representative or
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attempting to effect transactions in securities or the rendering of personalized
investment advice for compensation, as the case may be, shall not be made
without first complying with the states Broker/Dealer, Registered Investment
Adviser, Registered Representative or Investment Adviser Representative
requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the license status or disciplinary history of
a Broker/Dealer, Registered Investment Adviser, Registered Representative, or
Investment Adviser Representative, a consumer should contact his or her stated
securities law administrator.