Your Insurance and Insured Investment Group: Ready to Help You Plan for the Future.

With a wide range of industry-leading partners, we have access to the right solutions and best advice for your specific needs.

Solutions

About Us

Discover SpencerKatz Financial, your ally in the world of financial services. With a wealth of combined experience spanning over six decades, our dedicated leaders, Nicole Spencer and Ted Katz, have guided countless families towards lasting financial security and success. Their journey in the financial services arena began more than thirty years ago, united by a shared passion for comprehending the industry and fulfilling families' financial dreams.

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Comprehensive Solutions

We are fully committed to protecting your legacy and empowering you to face the future with confidence. We offer a wide range of solutions adapted to your unique needs. We help you secure your future by combining growth potential and protection against negative consequences. Let us help you take control of your finances and create a debt-free future. At SpencerKatz, we are committed to ensuring that your loved ones are protected from uncertainty and ready to face life’s opportunities with peace of mind.

Safeguarding Futures

Together we will undertake the task of securing your future because every life deserves the assurance of a safe and prosperous tomorrow. We are driven by our commitment to providing you with the protection and peace of mind you deserve. We are a collaborative team of professionals working hard to prepare families and businesses for the future. We are your partner, supporting your wishes and ensuring that your legacy thrives for generations to come.

Solutions

At SpencerKatz Financial, we partner with more than 25 financial service providers who share the same values and client commitment as us.

Life Insurance

With the right insurance, find peace knowing your loved ones and business are secure. For example, Term Life, Whole Life, Universal Life, and more.

Doctor Thoughtfully Looking at the x-ray

Critical Illness Insurance

For financial stability and loved ones' well-being, insurance is pivotal. Critical Illness is a specialized protection plan, crafted to help in severe illness. Our solutions support your recovery, allowing you to focus on healing.

Disability Insurance

Your ability to earn income is one of your most valuable assets. Disability insurance safeguards this vital asset in case of illness or injury, ensuring your family's lifestyle and financial commitments remain uninterrupted.

Our Values

We are committed to safeguarding clients' futures by enlisting top-notch advisors who expertly meet their customer's financial needs with precision and care.

Customer Testimonials

I highly recommend SpencerKatz to anyone looking for a caring, cost-effective insurance partner. They made it easy to find the right insurance, giving us peace of mind and have truly transformed our financial security

David L.

Pastor

Knowing we can trust SpencerKatz Financial to provide everything from protecting our assets to growing our wealth is really comforting.

Sophie P.

Salon Owner

The advisors at SpencerKatz Financial are a team of professionals who are not only exceptional at what they do, but also deeply passionate about it. It's not just about business for them; it's about making a positive impact on people's lives.

Emily A.

Accountant

This team not only gave us insurance; they went above and beyond to tailor their service to our unique needs. Whenever we had a question or needed help, their team was just a phone call or email away. They have made the world of insurance easy to navigate and that peace of mind is priceless.

Ali R.

Teacher

I can't praise this team enough. Their dedication to ensuring their clients' financial well-being is nothing short of remarkable. Their dedication and expertise have made a significant difference in my personal and business life.

William F.

Business Owner

Customer Education

Understanding Segregated Funds: A Secure Investment Option
When it comes to investing your hard-earned money, you're likely looking for options that provide growth potential while preserving your…
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Understanding Living Benefit Insurance: Protection While Alive
When most people think of life insurance, they envision a financial safety net for their loved ones in case of…
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The Role of Life Insurance in Retirement Planning
When you think of life insurance, you might primarily associate it with providing financial protection for your loved ones in…
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