Spencer Financial Revenue

Financial Services • Sudbury, Massachusetts, United States • 1-10 Employees

Spencer Financial revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Spencer Financial

Jamie Swasey

Director, Retirement Plan Services

Company overview

Headquarters	327A Boston Post Road, Sudbury, MA 01776, US
Phone number	+19784436500
Websites	yourretirementsolution.com spencerfinancial.com
NAICS	52
SIC	628
Keywords	Insurance Solutions, Life Insurance, Financial Planning, Investment Management, Estate Planning Strategies
Employees	1-10
Socials

Spencer Financial Email Formats

Spencer Financial uses 1 email format. The most common is {first name} (e.g., john@spencerfinancial.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@spencerfinancial.com	100%

About Spencer Financial

Spencer Financial, LLC is a multi-generational financial services firm specializing in retirement services, investment management, estate planning, and insurance solutions. We have an entrepreneurial culture rooted in historic Sudbury, Massachusetts that has been fueled by decades of hard work on behalf of our clients. At Spencer Financial, we have combined old school values with today’s high tech innovations in communication, research, digital access, and reporting to deliver the latest in tools and services to our clients. We have purposely retained a small, boutique feel in our organization so we can serve each client exactly as we would like to be served – efficiently, personally, and with a high level of contact. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Director

Employees by Department

Spencer Financial has 5 employees across 1 departments.

Departments

Number of employees

Funding Data

Spencer Financial has never raised funding before.

Spencer Financial Tech Stack

Discover the technologies and tools that power Spencer Financial's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery

JavaScript libraries

Nginx

Reverse proxies

Lightbox

JavaScript libraries

PHP

Programming languages

Vimeo

Video players

Mapbox.js

Maps

Drupal

CMS

Bootstrap

UI frameworks

Google Analytics

Analytics

Leaflet

Maps

Glyphicons

Font scripts

Frequently asked questions

Spencer Financial is located in Sudbury, Massachusetts, US.

You can reach Spencer Financial at +19784436500.

Spencer Financial generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Spencer Financial has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Spencer Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Spencer Financial

Jamie Swasey

Director, Retirement Plan Services

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