Investment Management for your Lifetime.

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OUR PRACTICE

LEARN ABOUT OUR STAFF AND CUSTOMERS

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OUR FACILITY

TAKE A TOUR OF OUR HOME OFFICE

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OUR PROCESS

LEARN WHAT MAKES WENTZ FINANCIAL GROUP DIFFERENT THAN OTHER COMPANIES

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What Makes Wentz Financial Group Different?

The entire team at Wentz Financial Group believes that the foundation for any financial plan is trust. Whatever the goal, college savings, planning for retirement or near term financial objectives, we strive to provide you and your family with a comprehensive plan to help accomplish your needs.

We invite you to see for yourself how Wentz Financial Group is different. The links above outline our practice, our state of the art facility and our innovative investment process. We believe in a simple philosophy, treat every customer like they are family and invest every dollar like it is our own.

Signature
Bud Wentz
President & Senior Financial Advisor, RJFS

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Upcoming Events

Estate Planning

May 7 @ 6:00 pm - 7:30 pm

Come and join our guest speaker James Contini, Lawyer and Director of Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. Jim will share information about estate planning, how to protect your assets and effective ways to plan [...]

Investment 101

June 6 @ 4:00 pm - 5:00 pm

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