Who do I contact if I need to make an appointment?Wentz Financial2025-12-12T14:26:11-05:00
Emily Trout
Victoria (Tori) Baglia
Ryan Brodzinski
Katie Black
Who do I contact if I have an address or telephone number change?Wentz Financial2025-12-12T14:29:27-05:00
Emily Trout
Victoria (Tori) Baglia
Ryan Brodzinski
Katie Black
Who do I contact if I need a check or electronic transfer?Wentz Financial2025-12-12T14:29:16-05:00
Jennifer Young
Ryan Brodzinski
Maison Ross
Katie Black
Who do I contact if I have a question about my confirmation or statement?Wentz Financial2025-08-25T14:36:01-04:00
Jennifer Young
Jon Lenton
Who do I contact if I have a question regarding portfolio performance?Wentz Financial2025-08-25T15:06:11-04:00
Bud Wentz
Tim Porter
Matt Norris
Jon Lenton
Who do I contact for cost basis information?Wentz Financial2025-12-12T14:29:05-05:00
Jennifer Young
Katie Black
Who do I contact if I want to sell something in my account?Wentz Financial2025-08-25T14:50:06-04:00
Bud Wentz
Tim Porter
Matt Norris
Jon Lenton
Who do I contact if I am changing jobs and need to roll over my retirement assets?Wentz Financial2025-08-25T14:51:30-04:00
Bud Wentz
Tim Porter
Matt Norris
Jon Lenton
Who do I contact if I have questions about my company retirement plan?Wentz Financial2025-08-25T14:52:36-04:00
Bud Wentz
Tim Porter
Matt Norris