Who do I contact if I need to make an appointment?Wentz Financial2021-11-04T20:10:12-04:00
Heidi Rebecchi
Eryn Oakes
Who do I contact if I have an address or telephone number change?Wentz Financial2021-11-04T20:10:57-04:00
Heidi Rebecchi
Eryn Oakes
Who do I contact if I need a check or electronic transfer?Wentz Financial2020-01-21T20:01:57-05:00
Jennifer Young
Eryn Oakes
Who do I contact if I have a question about my confirmation or statement?Wentz Financial2021-11-03T17:17:39-04:00
Jennifer Young
Jon Lenton
Who do I contact if I have a question regarding portfolio performance?Wentz Financial2023-12-01T10:43:19-05:00
Bud Wentz
Tim Porter
Matt Norris
Chris Prado
Jon Lenton
Who do I contact if I want to sell something in my account?Wentz Financial2023-12-01T10:43:06-05:00
Bud Wentz
Tim Porter
Matt Norris
Chris Prado
Jon Lenton
Who do I contact if I am changing jobs and need to roll over my retirement assets?Wentz Financial2023-12-01T10:42:51-05:00
Bud Wentz
Tim Porter
Matt Norris
Chris Prado
Jon Lenton
Who do I contact if I have questions about my company retirement plan?Wentz Financial2023-12-01T10:42:37-05:00
Bud Wentz
Tim Porter
Matt Norris
Chris Prado