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Business Profile

Financial Planning Consultants

Spicer Wealth
Visit Website(937) 426-3836
See Hours
Operating Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 12:00 PM
SaturdayClosed
SundayClosed

About

About This Business

We are a Wealth Advisory firm specializing in assisting persons 50 and older in helping them design a retirement plan that is tax efficient, providing guaranteed income to cover your lifestyle, provide tax reductions plans, assist with charitable planning, and design plans to distribute monies efficiently to the persons you love and care for or the causes you believe in.

Products and Services

This company offers financial advising services.

Business Details

BBB File Opened:
10/3/2001
Business Started:
3/1/1996
Business Started Locally:
11/1/2001
Business Incorporated:
6/23/2000
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Spicer Financial Services, Ltd.
Seniors Financial Services
Business Management:
Mr. Bryon K. Spicer, Founder, Owner

Additional Contact Information

Principal Contacts
Mr. Bryon K. Spicer, Founder, Owner
Customer Contacts
Mr. Bryon K. Spicer, Founder, Owner
Ms. Donna Hogsett, Marketing Assistant
Ms. Anna Ryman, Marketing Assistant
Fax numbers
Primary Fax: (937) 458-0278
Additional Phone Numbers
Other Phone: (877) 771-3830

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 10558 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 6/30/2026.

Ohio Department of Insurance

50 W Town St, Ste 300

Columbus OH 43215

Additional Information

Other Resources
Department of Financial Institutions
77 S High St 21ST Fl
Columbus OH 43215
Phone Number: (614) 728-8400
www.com.state.oh.us/ODOC/dfi/
Division of Securities
77 S High St 22nd Fl
Columbus OH 43215
Phone Number: (614) 644-7381
www.securities.state.oh.us/
Financial Industry Regulatory Authority
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500
Securities and Exchange Commission (SEC)
450 Fifth Street, N.W.
Washington DC 20549
Phone Number: (202) 942-7040

More Resources

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