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35 Years of
Combine Experience

We Combine Knowledge, Technology and Business Skills

T Spencer, Samuels Insurance & Financial Services has over 35 years of combined profession experience assisting businesses & individuals with planning, growing, and fulfilling their lifelong financial and personal goals. We have a team of individuals who are client-focused and determined to fulfill every client need by implementing an individualized plan. Our firm assists business owners in creating affordable and valuable Employee Benefit solution packages to ensure they are attracting and retaining the best employee talent in their industry. We provide an online branded portal for benefit enrollment, onboarding, and Humana Resource support to assist in plan management. Our efforts allow companies like yours to focus on revenue producing activities instead of administration tasks. We pride ourselves in staying one step ahead of the market to insure your individual and business plans are always ahead of the times.

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Lisa Samuels & Kelly Spencer
Benefits Specialist - Financial Advisor

Meet Our Experts

We maintain professional
memberships in business
and non-profit organizations.