T. Spencer Samuels Insurance and Financial Services
Financial Services • 
Delray Beach, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 6627 Overland Dr, Delray Beach, Florida 33484, US |
| Phone number | +15616581078 |
| Websites | |
| NAICS | 52 |
| Keywords | Employee Benefits, 401K, Wealth Management, Ancillary Benefits, Retirement Solutions, Business Exit Strategies, Association Retirement Plans & Member Benefits |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at T. Spencer Samuels Insurance and Financial Services
Kelly Spencer
Insurance Account Manager/Owner
T. Spencer Samuels Insurance and Financial Services Email Formats
T. Spencer Samuels Insurance and Financial Services uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@iaac.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@iaac.com | 100% |
About T. Spencer Samuels Insurance and Financial Services
T. Spencer, Samuels Insurance & Financial Services has over 32 years of combined profession experience assisting businesses & individuals with planning, growing, and fulfilling their lifelong financial and personal goals. We have a team of individuals within our firm who are client focused to determine every client need by implementing an individualized Benefits & Retirement planning and Business Exit Strategies. Our firm assists business owners in creating affordable rich Employee Benefit solution packages to ensure they are attracting and retaining the best employee talent in their industry. We provide a virtual online company specific branded HR portal. The portal includes benefit enrollment, employee on-boarding and Resource support to assist in the management. This allows the company focus on revenue producing activity instead of administration tasks. We pride ourselves in staying one step ahead of the market to insure your individual and business plans are always up to date. Securities offered through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. T. Spencer Samuels Insurance and Financial Services is unaffiliated with IAA AND IAIM. Any information provided or posted is based on carefully selected sources, believed to be reliable, but whose accuracy or completeness cannot be guaranteed. All information and expressions of opinions are subject to change without notice and are those of T. Spencer Samuels Insurance and Financial Services. Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
T. Spencer Samuels Insurance and Financial Services revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
T. Spencer Samuels Insurance and Financial Services has never raised funding before.
T. Spencer Samuels Insurance and Financial Services Tech Stack
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