Spencer Financial Services

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

1135 W Kansas St, Liberty, Missouri, 640...

Phone Number

(816) 792-8772

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Spencer Financial Services

Spencer Financial is a Kansas City-based wealth advisory firm that specializes in personalized financial planning and investment management for individuals and businesses. Since 1991, they have been dedicated to simplifying financial complexities and providing tailored strategies for wealth accumulation, preservation, and transfer. Their services include customized financial planning, proactive investment management, and business planning to meet unique client needs. The firm aims to support clients in pursuing their goals and passions throughout various life events.Explore more
Spencer Financial Services's Social MediaPopular SearchesSpencer Financial ServicesSpencer Financial Services IncSpencer FinancialSpencer Financial IncSpencer Real Estate Properties LLCSIC Code 62,628NAICS Code 52,523Show more

Spencer Financial Services Org Chart

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President & Financial Advisor

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Financial Advisor & Chief Executive Officer

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Dusty Green, Chief Executive Officer & Financial Advisor at Spencer Financial Services
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Chief Executive Officer & Financial Advisor

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spencer Financial Service...

<$5M
1-10
Private
-
1973
SG
Stephanie GreenPresident & Financial Advisor
$9.5M
11-50
Private
-
2007
<$5M
1-10
Private
-
2012
TB
Timothy BurressIndependent Financial Advisor
<$5M
1-10
Private
-
1971
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
-
<$5M
1-10
Private
-
1991
JP
Julie PetroccioOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Spencer Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spencer Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spencer Financial Services.

Spencer Financial Services Tech Stack

A closer look at the technologies used by Spencer Financial Services

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Frequently Asked Questions Regarding Spencer Financial Services

What is Spencer Financial Services's official website?
Spencer Financial Services's official website is www.spencerfinancialinc.com
What is Spencer Financial Services's Revenue?
Spencer Financial Services's revenue is <$5 Million
What is Spencer Financial Services's SIC code?
Spencer Financial Services's SIC: 62,628
What is Spencer Financial Services's NAICS code?
Spencer Financial Services's NAICS: 52,523
How many employees does Spencer Financial Services have?
Spencer Financial Services has 1-10 employees
What industry does Spencer Financial Services belong to?
Spencer Financial Services is in the industry of: Finance, Securities Trading
What is Spencer Financial Services competition?
Spencer Financial Services top competitors include: The Baca Group, Solid Rock Financial Planning, Cetera Advisor Networks, Georgetown Financial Group
What technology does Spencer Financial Services use?
Some of the popular technologies that Spencer Financial Services uses are: Cloudflare Website Optimization, Enom DNS Hosting, Microsoft 365, Mailgun
How do I contact Spencer Financial Services?
Spencer Financial Services contact info: Phone number: (816) 792-8772 Website: www.spencerfinancialinc.com
What does Spencer Financial Services do?

Spencer Financial is a Kansas City-based wealth advisory firm that specializes in personalized financial planning and investment management for individuals and businesses. Since 1991, they have been dedicated to simplifying financial complexities and providing tailored strategies for wealth accumulation, preservation, and transfer. Their services i... nclude customized financial planning, proactive investment management, and business planning to meet unique client needs. The firm aims to support clients in pursuing their goals and passions throughout various life events.Read More

What are Spencer Financial Services social media links?
Spencer Financial Services Linkedin page Spencer Financial Services Twitter page Spencer Financial Services Facebook page
Is Spencer Financial Services a public company?
Spencer Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Spencer Financial Services

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