Spicer Wealth Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

2655 Commons Blvd Ste 110, Beavercreek, ...

Phone Number

(937) 426-3836

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
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1

About Spicer Wealth Management

Spicer Wealth Management specializes in creating personalized financial strategies aimed at helping clients prepare for their retirement years. They offer a range of services including retirement planning, investment management, tax management, estate conservation, and insurance products. The firm is dedicated to providing sound financial guidance and ensuring that clients' goals are met while protecting their assets. Their target clients are individuals seeking assistance with retirement planning and financial management.Explore more
Spicer Wealth Management's Social MediaPopular SearchesSpicer Wealth ManagementSpicer WealthSenior Financial ServiceSpicer Financial Services LtdSpicerwealthSIC Code 62,628NAICS Code 52,523Show more

Spicer Wealth Management Org Chart

PhoneEmail
KS
United States flag for contact location.

Marketing Coordinator

PhoneEmail
AR
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Marketing Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spicer Wealth Management

<$5M
11-50
Private
-
2000
KS
Katherine ShawMarketing Coordinator
$5.2M
11-50
Private
-
2000
RZ
Robyn ZelnoExecutive Assistant
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
<$5M
2002
Todd Schneider, Chief Executive Officer & Founder at Schneider Wealth Management
Todd SchneiderCEO & Founder
<$5M
1-10
Private
-
1995
PA
Patricia AlbrightVice President - Team Leader
<$5M
1-10
Private
-
2012
KP
Kenneth PorterFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Spicer Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Spicer Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spicer Wealth Management.

Spicer Wealth Management Tech Stack

A closer look at the technologies used by Spicer Wealth Management

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Frequently Asked Questions Regarding Spicer Wealth Management

What is Spicer Wealth Management's official website?
Spicer Wealth Management's official website is www.spicerwealth.com
What is Spicer Wealth Management's Revenue?
Spicer Wealth Management's revenue is <$5 Million
What is Spicer Wealth Management's SIC code?
Spicer Wealth Management's SIC: 62,628
What is Spicer Wealth Management's NAICS code?
Spicer Wealth Management's NAICS: 52,523
How many employees does Spicer Wealth Management have?
Spicer Wealth Management has 11-50 employees
What industry does Spicer Wealth Management belong to?
Spicer Wealth Management is in the industry of: Finance, Securities Trading
What is Spicer Wealth Management competition?
Spicer Wealth Management top competitors include: The Holland Group, Bay Harbor Wealth Management, Advisor Ink, Schneider Wealth Management
What technology does Spicer Wealth Management use?
Some of the popular technologies that Spicer Wealth Management uses are: WooCommerce, WordPress.org, PHP, Barracuda Networks
How do I contact Spicer Wealth Management?
Spicer Wealth Management contact info: Phone number: (937) 426-3836 Website: www.spicerwealth.com
What does Spicer Wealth Management do?

Spicer Wealth Management specializes in creating personalized financial strategies aimed at helping clients prepare for their retirement years. They offer a range of services including retirement planning, investment management, tax management, estate conservation, and insurance products. The firm is dedicated to providing sound financial guidance... and ensuring that clients' goals are met while protecting their assets. Their target clients are individuals seeking assistance with retirement planning and financial management.Read More

What are Spicer Wealth Management social media links?
Spicer Wealth Management Linkedin page Spicer Wealth Management Twitter page Spicer Wealth Management Facebook page
Is Spicer Wealth Management a public company?
Spicer Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Spicer Wealth Management

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