Drew Spence Email & Phone Number

At Spence, Cassidy & Associates, we firmly believe that successful wealth management extends beyond numbers and charts—it's about understanding our clients' aspirations, values, and priorities. We take the time to listen attentively to their needs, concerns, and objectives, ensuring that every investment decision aligns with their unique financial goals. With a proactive and responsive approach, we aim to empower our clients with the knowledge and confidence they need to navigate the complexities of today's financial landscape. See if you are on track for a savings goal and/or retirement: https://connect.emaplan.com/dr5Financial Wellness Checklist:https://spencecassidywealthpartners.wufoo.com/forms/z1adi0d612ik4g6/Licensed for securities: AZ, CA, TX, KYRegistered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Spence, Cassidy & Associates is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor. Drew Spence may conduct life insurance and securities business in Arizona and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content is not a recommendation or endorsement of any product, service, security, or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Drew Spence and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from drews@scaaz.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org

Listed skills include Customer Service, Microsoft Excel, Marketing, Microsoft Word, and 7 others.