W. Spencer Retirement Solutions

My insurance and financial services career began in May 1993. After more than 20 years with one organization, I decided to go independent.

My wife Sandy and I established W. Spencer Retirement Solutions in 2014, partnering with more than 30 insurance and financial services companies across the country, with the goal to provide more choices and services to better serve the communities.

W. Spencer Retirement Solutions serves all of Montana, Oregon, California, and looking to expand to other States.

Local representation in Gallatin County Montana, Southern Oregon, and Northern California.
W. Spencer Retirement Solutions provides: Medicare Supplements, Home Health Care, Long Term Care, Short Term Care, Final Expense Plans, Life Insurance, Lifetime Income Strategies, CD's, Tax Control, Fixed/Indexed and Variable Annuities, IRA's, 401K's, Managed Money, Mutual Funds, Bonds, Unit Investment Trusts, Dental, Vision, Hearing, Prescription Drugs, Accident, and Hospital Indemnity Plans.

No Nonsense - No Hassles - No Gimmicks - No Pushy Salespeople

W. Spencer Retirement Solutions:

•Montana Office Headquarters: 406-624-3914
211 Haggerty Ln., Suite D, Bozeman, Montana 59715

•S. Oregon Office, dba Jacken Enterprises: 32350 Redwood Hwy, O'Brien, Oregon 97534-0208 541-499-0140

•California remote agents | National Toll-free: 800-705-3216

Your satisfaction is truly our goal! Give us a call! I personally assure you, you won’t be disappointed.
Wayson Spencer