Wentz Financial Group
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. We believe in a simple philosophy, treat every customer like they are family and invest every dollar like it is our own. For important disclosure information, please see raymondjames.com/smicd.htm Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC Wentz Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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Verified contacts
7
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
286
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JL
Jon Lenton
Financial Advisor · Finance & Accounting
EmailPhone - MN
Matt Norris
Financial Advisor · Finance & Accounting
EmailPhone - LE
Lone East
Director of Marketing & Client Events · Other
EmailPhone - MR
Maison Ross
Investment Strategist & Financial Advisor · Finance & Accounting
EmailPhone - JY
Jennifer Young
Office Manager, Wfg Senior Administrative Assistant, Rjfs · Other
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Wentz Financial Group
5 distinct titles indexed · top 5 shown.
- 2financial advisor
- 1director of marketing & client events
- 1investment strategist & financial advisor
- 1office manager, wfg senior administrative assistant, rjfs
- 1project manager
Sign up to unlock all 7 contacts at Wentz Financial Group
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