THIRD GENERATION OF INSURANCE & INVESTMENT BROKERAGE

Welcome to Spencer & Spencer!

We are a third-generation firm specializing in:

Employee Benefits for businesses in New Jersey and New York

  • Group health insurance
  • Retirement plans
  • Executive, c-suite, and proprietor benefit plans
  • Group dental, vision, life, short-term and long-term disability insurance

Financial and Retirement Planning for individuals and families

  • Investment management for personal, retirement, and business accounts
  • Retirement plan design, implementation, and servicing
  • Life, disability, and long-term care insurance

You can also find a wealth of complementary information in the form of newsletter articles, calculators, and research reports.

If you have any questions, want a quote, or would like to schedule a complimentary meeting, you can either call me at (973) 971-0002 or click here to send us a message. 

Our representatives are insurance and securities licensed in our resident state of New Jersey, as well as other states.  For additional licensing information, please contact Joseph A. Spencer at Spencer & Spencer.  Not an offer or solicitation of product and services in any state where representatives are not licensed.