Who do I contact if I need to make an appointment?Wentz Financial2020-01-21T20:00:56+00:00
Heather Daniels
Eryn Oakes
Who do I contact if I have an address or telephone number change?Wentz Financial2020-01-21T19:59:34+00:00
Heather Daniels
Eryn Oakes
Who do I contact if I need a check or electronic transfer?Wentz Financial2020-01-21T20:01:57+00:00
Jennifer Young
Eryn Oakes
Who do I contact if I have a question about my confirmation or statement?Wentz Financial2020-01-21T20:02:57+00:00
Jennifer Young
John Lenton
Who do I contact if I have a question regarding portfolio performance?Wentz Financial2021-04-02T17:08:34+00:00
Bud Wentz
Luke Vincer
Tim Porter
Matt Norris
Chris Prado
John Lenton
Who do I contact if I want to sell something in my account?Wentz Financial2021-04-02T17:27:02+00:00
Bud Wentz
Luke Vincer
Tim Porter
Matt Norris
Chris Prado
John Lenton
Who do I contact if I am changing jobs and need to roll over my retirement assets?Wentz Financial2021-04-02T17:16:23+00:00
Bud Wentz
Luke Vincer
Tim Porter
Matt Norris
Chris Prado
John Lenton
Who do I contact if I have questions about my company retirement plan?Wentz Financial2021-04-02T17:12:11+00:00
Bud Wentz
Luke Vincer
Tim Porter
Matt Norris
Chris Prado