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Business Profile

Financial Services

Encompass Wealth Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(937) 498-1128Write a Review

About

Overview

Encompass Wealth Group

1065 Fairington Dr

Sidney, OH 45365-8130

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Find a Location

Encompass Wealth Group has 2 locations, listed below.

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    BBB Accreditation & Rating

    Encompass Wealth Group is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    Encompass Wealth Group provides retirement income planning and financial planning services for individuals and families. Based in Sidney and Lima, Ohio, the firm works with clients to develop financial strategies that reflect their goals and changing needs over time.

    BBB Accredited Since: 6/27/2005

    Years in Business: 42

    Products and Services

    This is a retirement planning consultancy offering clients customized strategies and wealth management.

    Business Details

    Local BBB:
    BBB of Dayton and Miami Valley
    BBB File Opened:
    6/27/2005
    Business Started:
    6/1/1984
    Business Started Locally:
    6/1/1984
    Business Management:
    Mr. Nicholas Boeckman, CFP®

    Additional Contact Information

    Principal Contacts
    Mr. Nicholas Boeckman, CFP®
    Customer Contacts
    Mr. Nicholas Boeckman, CFP®
    Ms. Kelli Barker, Executive Assistant
    Mr. Luke Bertke, Financial Advisor
    Fax numbers
    Primary Fax: (937) 498-1129
    Additional Phone Numbers
    Other Phone: (419) 222-1128
    Additional Websites
    ewgretire.com
    Social Media

    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 832384 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 11/30/2026.

    Ohio Department of Insurance

    50 W Town St, Ste 300

    Columbus OH 43215

    800-6861526Website

    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
    Ohio Department of Insurance
    50 W Town St, Ste 300
    Columbus OH 43215
    Phone Number: (800) 686-1526
    https://gateway.insurance.ohio.gov/UI/ODI.Agent.Public.UI/AgentSearch.mvc/DisplaySearch
    Securities and Exchange Commission (SEC)
    450 Fifth Street, N.W.
    Washington DC 20549
    Phone Number: (202) 942-7040
    Business Categories
    Financial Services, Life Insurance, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, Medicare, Long Term Care Insurance, Wealth Management, Registered Investment Advisors

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.