Samuel Baldwin, Cfp®, Cpwa®, Aif®

Samuel Baldwin, Cfp®, Cpwa®, Aif® Email and Phone Number

Partner, Financial Advisor at Spencer Financial, LLC @ Spencer Financial, LLC
sudbury, massachusetts, united states
Samuel Baldwin, Cfp®, Cpwa®, Aif®'s Location
Sudbury, Massachusetts, United States, United States
Samuel Baldwin, Cfp®, Cpwa®, Aif®'s Contact Details

Samuel Baldwin, Cfp®, Cpwa®, Aif® work email

Samuel Baldwin, Cfp®, Cpwa®, Aif® personal email

About Samuel Baldwin, Cfp®, Cpwa®, Aif®

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.

Samuel Baldwin, Cfp®, Cpwa®, Aif®'s Current Company Details
Spencer Financial, LLC

Spencer Financial, Llc

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Partner, Financial Advisor at Spencer Financial, LLC
sudbury, massachusetts, united states
Employees:
7
Samuel Baldwin, Cfp®, Cpwa®, Aif® Work Experience Details
  • Spencer Financial, Llc
    Partner, Financial Advisor
    Spencer Financial, Llc Jan 2013 - Present
  • Spencer Financial, Llc
    Vice President
    Spencer Financial, Llc Feb 2005 - Dec 2012
  • Sovereign Bancorp
    Financial Consultant
    Sovereign Bancorp 2003 - 2005
  • Mfs Investment Management
    Internal Wholesaler
    Mfs Investment Management Dec 2000 - Mar 2003

Samuel Baldwin, Cfp®, Cpwa®, Aif® Education Details

Frequently Asked Questions about Samuel Baldwin, Cfp®, Cpwa®, Aif®

What company does Samuel Baldwin, Cfp®, Cpwa®, Aif® work for?

Samuel Baldwin, Cfp®, Cpwa®, Aif® works for Spencer Financial, Llc

What is Samuel Baldwin, Cfp®, Cpwa®, Aif®'s role at the current company?

Samuel Baldwin, Cfp®, Cpwa®, Aif®'s current role is Partner, Financial Advisor at Spencer Financial, LLC.

What is Samuel Baldwin, Cfp®, Cpwa®, Aif®'s email address?

Samuel Baldwin, Cfp®, Cpwa®, Aif®'s email address is sa****@****ail.com

What is Samuel Baldwin, Cfp®, Cpwa®, Aif®'s direct phone number?

Samuel Baldwin, Cfp®, Cpwa®, Aif®'s direct phone number is +161786*****

What schools did Samuel Baldwin, Cfp®, Cpwa®, Aif® attend?

Samuel Baldwin, Cfp®, Cpwa®, Aif® attended University Of Chicago Booth School Of Business Executive Education, Boston University Center For Professional Education, Franklin & Marshall College.

What are some of Samuel Baldwin, Cfp®, Cpwa®, Aif®'s interests?

Samuel Baldwin, Cfp®, Cpwa®, Aif® has interest in Cooking, Electronics, Traveling, Home Improvement, Travel, Home Decoration.

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