Spencer Financial Services Revenue

Financial Services • Liberty, Missouri, United States • 11-20 Employees

Spencer Financial Services revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contacts at Spencer Financial Services

Dusty Green

Ceo & Financial Advisor

Jessica Greason

Director Of Operations

Company overview

Headquarters	1135 West Kansas Street, Liberty, Missouri 64068, US
Phone number	+18164079480
Website	spencerfinancialinc.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Financial Planning, Wealth Advising
Employees	11-20
Socials

Spencer Financial Services Email Formats

Spencer Financial Services uses 2 email formats. The most common is {first name} (e.g., john@spencerfinancialinc.com), used 64.3% of the time.

Format	Example	Percentage
{first name}	john@spencerfinancialinc.com	64.3%
{first initial}	j@spencerfinancialinc.com	35.7%

About Spencer Financial Services

Our compelling mission for Spencer Financial is to... -provide creative planning, education, and strategic direction to assist our clients in accomplishing their Mission, Vision, Values, and Goals; -demonstrate proactive service excellence that exceeds expectations; -build long-lasting business relationships based on trust, confidence, and integrity; -retain highly qualified associates that place our clients’ needs as their sole business priority; and serve as good citizens in our community. Spencer Financial began servicing clients in 1987 in Independence, Missouri. Our firm has been with the same broker/dealer for 18 years. Spencer Financial is now located in Liberty, Missouri. Securities and investment advisery services are offered through Cetera advisers LLC, member FINRA/SIPC.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Spencer Financial Services has 7 employees across 2 departments.

Departments

Number of employees

Funding Data

Spencer Financial Services has never raised funding before.

Frequently asked questions

Spencer Financial Services is located in Liberty, Missouri, US.

You can reach Spencer Financial Services at +18164079480.

Spencer Financial Services generates an estimated annual revenue of $1,026,660. This revenue figure reflects the company's market position and business performance in its industry.

Spencer Financial Services has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Spencer Financial Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Spencer Financial Services

Dusty Green

Ceo & Financial Advisor

Jessica Greason

Director Of Operations

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