At Spicer Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to understand your financial situation in order to provide you with high quality information, services, and products. Our goal is to help you along in your path to obtaining "Financial Strategies For Your Golden Years". Many of our financial strategies focus on helping you preserve assets and reduce or eliminate taxes whenever possible. We realize how important it is for you to maintain your current lifestyle without running out of money during your lifetime. We also help with legacy planning so you can efficiently transfer your assets to the people you love and care for the most while reducing or eliminating probate costs and unnecessary taxes if possible.
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More Business Info

BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

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Hours
Regular Hours
Mon - Thu:
Fri:
Extra Phones

Fax: 937-458-0278

Phone: 937-429-9806

Location
The Acropolis at Fairfield CMN
Categories
Investment Management, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service
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