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Spicer Wealth Management

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Investment Management, Financial Planning Consultants, Financial Services

2655 Commons Boulevard Suite 110, Beavercreek, OH 45431

937-426-3836

CLOSED NOW: 
Today: 9:00 am - 5:00 pm

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DETAILS
General Info
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.
Extra Phones

Phone: 937-429-9806

Fax: 937-458-0278

Hours
Regular Hours
Mon - Thu:
Fri:
Categories
Investment Management, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service
Location
The Acropolis at Fairfield CMN
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