INVESTMENTS
Advice
Education
Independence
J. Spencer Investments
Est. 1969
Our mission is to provide personalized financial solutions that are tailored to meet the unique needs of each client. We are committed to delivering exceptional service, expert advice, and personalized results while upholding the highest standards of integrity and professionalism in everything we do.
Our Approach
Prudent investing is a collaborative process. You, the investor, have needs, wants, and goals for the future. It is our job as your investment professionals to provide the options and empower you to make decisions. Here’s how it works:
The First Meeting
Let’s make sure we can work well together and form the foundation for a long-term relationship.
The Second Meeting
We gather information about your current finances, investments, and future goals.
The Third Meeting
Using the information you provided, we craft and present a comprehensive investment plan.
After you approve your investment plan, we transfer assets to your account and monitor your progress. You will always know where you stand against the market with regular phone calls and meetings. If you have a question about your investments or plan, our team is always ready to answer.
About us
J. Spencer Investments, Inc. was founded in 1969 by Jack Spencer and is one of the oldest continually operating independent financial services firms in Ohio. We’ve been around long enough to have experienced multiple recessions and nearly every economic condition. Through it all, our vision has remained the same. We seek to be the leading provider of innovative and reliable financial services, empowering our clients to achieve their goals and secure their future.
David Bolgar, president and financial advisor, took over leadership of J. Spencer Investments after Jack’s retirement in 2023 and continues to uphold our mission and vision.
David Bolgar, AAMS®
President, Financial Advisor
Marianne Beechler
Registered Administrative Assistant
Rachael Kamentz
Office Administrator
Check the background of investment professionals on FINRA’s BrokerCheck.
Our Services
J. Spencer Investments provides custom investment plans that are tailored to your individual need, risk tolerance, and timeline. Your investment plan may be comprised of several products, including stocks, bonds, mutual funds, ETFs, and/or alternative investments. Our plans are designed to solve the following client concerns:
Estate Planning
Prepare your wealth for your loved ones and leave the legacy you desire. Our estate planning services help to organize assets in a way that will leave your family with an inheritance instead of a tax bill.
Retirement Planning
It’s never too early or too late to start planning. Whether you’re opening your first retirement account or looking for a trusted partner to manage your nest egg, we are here to support you.
Wealth Management
We have a large product footprint available to help meet your investment needs. Work with us on a customized strategy designed to minimize your risk while delivering sustainable growth.
Retirement Income Planning
Let your savings and investments work for you! We’ll transition your retirement assets into income-producing vehicles while accounting for tax implications, Required Minimum Distributions (RMDs) and more.
Tax-Efficient Investing
Tax efficiency is about more than your return. We structure and select your assets in a way that is intended to minimize your tax obligation. Keep more of what you make while enjoying your retirement!
Start your retirement plan today!
Market Commentary
See the latest updates on the market from J. Spencer Investments.
Weekly Market Commentary | December 16th, 2024
Week in Review... Major U.S. equity indices showed mixed performance for the week, with notable divergence among the indexes. The S&P 500 down -0.64% The Dow Jones Industrial Average was down -1.82% The tech-heavy Nasdaq finished up +0.34% The 10-Year Treasury...
Weekly Market Commentary | December 9th, 2024
Week in Review... The market extended its gains, with the S&P 500 and Nasdaq reaching new all-time highs after a solid week of economic data that boosted confidence that the economy remains on strong footing, and is not running too hot to deter the Federal Reserve...
Weekly Market Commentary | December 2nd, 2024
Week in Review... With markets closed on Thursday for the holiday and an early closure on Friday, the market still demonstrated positive momentum across the major indices: The S&P 500 rose +1.06% The Dow Jones Industrial Average was up +1.39% The tech-heavy Nasdaq...
Contact Us
You deserve compassionate and competent investment advice from experienced professionals.
Contact J. Spencer Investments to schedule your review today.