Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Thank you, Spence & Associates, for the service you’ve provided our entire family. We know you met our parents almost 25 years ago, and they always spoke highly of you. When our own situation warranted advice, we wanted to ensure we received the same great service being provided to our parents. You have not let us down! Over the last 13 years, if you can believe it’s been that long, your professional team has helped guide us through home purchases, the building of our children’s educational funds, saving for retirement, and, most recently, ensuring we have the proper life insurance coverage. Simply put, you take care of all the details. Our meetings are always well organized and thought out, and your entire team is super responsive to our needs. Thanks for all the wonderful service and sound advice, we look forward to the stages of planning ahead.
I’ve been dealing with Rick Spence and Investors Group for over 10 years now. He offers us consistent, reliable advice in all areas of our planning, and his team is outstanding. When I had the opportunity to personally incorporate, his knowledge was extremely helpful. Upon my incorporation, Rick strategically advised me on powerful strategies I could utilize. These strategies were constructed as part of my overall financial plan. He took the time to explain things patiently, and I’m very pleased to have plans in place that really maximize my corporate planning.
Dear Rick Spence and the Spence & Associates team, Thank you for over twenty years of service and advice. Your team has always addressed my questions and concerns quickly, efficiently, and professionally.
You’ve guided me through every stage of life, from providing for the education of my children, to downsizing for retirement. I value your ability to listen, and to regularly analyze my situations carefully to offer truly sound advice. Over the years, I have referred you to other family and friends. They trust you and your team and value your expertise. I feel very fortunate that my financial situation has improved under your guidance, and after our meetings, I always feel a sense of peace knowing I’m in good hands.
Thanks for everything.
My wife and I attended Rick & Rob’s Educational Workshop for Medical Professionals several years ago. I wish we had attended the presentation years earlier! I had attended other workshops in the past but did not find them to be nearly as sound. We found the approach of Rick & Rob to be refreshingly easy to follow, highly educational and that they had a knack for keeping a “big picture” outlook.
We arranged to meet with them and they prepared a very detailed analysis for us. Rather than try to fit “square pegs in round holes”, they took the time to review every single aspect of our finances and lifestyle and found solutions that made the most sense for us.
We moved our investments to Rick and Rob to be managed and we have been thrilled ever since. Their attentiveness, communication and knowledge have been exemplary and we would refer their services to anyone.”