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 protecting families and enabling them to reach their financial dreams.

Nicole, our devoted President, and Ted, our Vice President, draw deep inspiration from their children – Nicole's 17-year-old son and Ted's 14-year-old daughter. This shared commitment fuels their drive to ensure a secure future, not only for your loved ones, but for the broader community as well. This commitment propels us to offer top-tier life, accident and sickness insurance, and insured investment solutions, crafted to enhance both family well-being and the aspirations of small businesses. Our mission is clear: to build the best future for our children and the lives we impact, where family values and community prosperity align.

With a track record of serving thousands of clients, we understand that every family is unique. Our dedication to a client-focused approach guarantees that your financial journey is personalized to your specific circumstances, goals, and values. At SpencerKatz Financial, we take immense pride in transcending the role of mere advisors – we are your partners on the journey to financial well-being, driven by our shared commitment to securing a brighter future for our children and the people we touch.

We are driven to safeguard your future. With collaborative efforts, including expert guidance and holistic insurance solutions, we help you prepare for the unexpected, and the inevitable. Whether for your family, or your business, we consider your unique and changing needs, and commit to long-term security and prosperity.