Who do I contact if I need to make an appointment?Wentz Financial2021-11-04T20:10:12+00:00
Heidi Rebecchi
Eryn Oakes
Who do I contact if I have an address or telephone number change?Wentz Financial2021-11-04T20:10:57+00:00
Heidi Rebecchi
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 Financial2021-11-03T17:17:39+00:00
Jennifer Young
Jon Lenton
Who do I contact if I have a question regarding portfolio performance?Wentz Financial2021-11-03T17:16:56+00:00
Bud Wentz
Luke Vincer
Tim Porter
Matt Norris
Chris Prado
Jon Lenton
Who do I contact if I want to sell something in my account?Wentz Financial2021-11-03T17:16:11+00:00
Bud Wentz
Luke Vincer
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 Financial2021-11-03T17:15:37+00:00
Bud Wentz
Luke Vincer
Tim Porter
Matt Norris
Chris Prado
Jon Lenton
Who do I contact if I have questions about my company retirement plan?Wentz Financial2021-11-03T17:15:02+00:00
Bud Wentz
Luke Vincer
Tim Porter
Matt Norris
Chris Prado