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

Investment 101

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

Want to learn about investing? Join the Investment 101, Spring Class of 2024, to better understand the ins and outs of investing. RSVP by 6/3/2024

More info to come soon!

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