Spencer Financial, LLC

04/14/2026

Reminder: Tomorrow is Tax Day!

If you haven't filed you return or requested an extension yet, now is the time to take care of it!

11/19/2025

Our team had a fantastic time last month supporting the Sudbury for Wounded Warriors in their annual charity golf tournament! A special thank you to the people at ALKU for joining us in our support of this great cause!

09/24/2025

Our team had a fantastic time down in San Antonio last week for with Osaic! It is always a great opportunity to connect, learn, and share ideas with others in the industry.

09/02/2025

Dan had a great time last week at the Rotary Club of Concord MA charity golf tournament. Thank you to Concord Country Club for hosting this great event!

07/01/2025

Thank you New Life Furniture Bank of MA for having our team in attendance for our volunteering day! We had an excellent day building dressers to donate and helping get orders together!

12/26/2024

To celebrate the season, our team at Spencer Financial had a blast painting snowmen at Muse Paint Bar! Now it’s your turn to vote for your favorite snowman!

https://forms.gle/dEDrXRp4MAg2B2DP9

Happy Holidays from all of us! 🎄✨

12/26/2024

As the year comes to a close, we want to take a moment to express our heartfelt thanks to our clients, partners, and team members. Your trust and support have made this year truly special!

We wish you all a season filled with joy, peace, and prosperity. May your holidays be bright, and the coming year bring new opportunities and successes.

Thank you for being part of the Spencer Financial family!

Warmest wishes,
The Spencer Financial Team

11/23/2024

Our team was very excited to be a part of this past week's Mass Mentoring Partnership event! This event has become an annual tradition for us and it is always great to attend and partner with such a good organization!

Let's celebrate the

11/07/2024

Our team had a great time heading down to Orlando last week for this year's ConnectEd, hosted by Osaic! ConnectEd is always a great opportunity for us to learn, network, and share ideas with other advisers!

10/21/2024

Our team got creative at our Fall get together this weekend and now it is time for YOU to decide the winner of our pumpkin carving competition!

Thanks for joining in on the fun and helping us pick the Spencer Financial pumpkin carving champion!

Vote on the winner below!

Please vote for your favorite Pumpkin! voting closes 10/23!