Wentz Financial Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

5790 Hudson Dr, Hudson, Ohio, 44236, Uni...

Phone Number

(330) 650-2700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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Apr
May
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Jul
ZI Rank
1
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1
2
1
2

About Wentz Financial Group

Wentz Financial Group focuses on building trust and strong client relationships as the foundation for successful financial planning. They offer a range of services including investment management, estate planning, and retirement planning to help clients prepare for their financial future. The company emphasizes a personalized approach, treating every customer like family and managing investments as if they were their own. Their target clients include individuals and families seeking comprehensive financial solutions tailored to their specific needs.Explore more
Wentz Financial Group's Social MediaPopular SearchesWentz Financial GroupWentz Financial Group LLCWentz Family FoundationWentz FinancialWentz Land Investment CoSIC Code 62,628NAICS Code 52,523Show more

Wentz Financial Group Org Chart

PhoneEmail
LE
United States flag for contact location.

Director, Marketing & Client Events

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wentz Financial Group

<$5M
11-50
Private
<$5M
1996
LE
Lone EastDirector, Marketing & Client Events
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
1986
KF
Kevin FuscoVice President
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wentz Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wentz Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wentz Financial Group.

Wentz Financial Group financials insights

Gather financial insights about Wentz Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Wentz Financial Group's Financials Insights

Wentz Financial Group Tech Stack

A closer look at the technologies used by Wentz Financial Group

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Frequently Asked Questions Regarding Wentz Financial Group

What is Wentz Financial Group's official website?
Wentz Financial Group's official website is www.wentzfinancialgroup.com
What is Wentz Financial Group's Revenue?
Wentz Financial Group's revenue is <$5 Million
What is Wentz Financial Group's SIC code?
Wentz Financial Group's SIC: 62,628
What is Wentz Financial Group's NAICS code?
Wentz Financial Group's NAICS: 52,523
How many employees does Wentz Financial Group have?
Wentz Financial Group has 11-50 employees
What industry does Wentz Financial Group belong to?
Wentz Financial Group is in the industry of: Finance, Securities Trading
What is Wentz Financial Group competition?
Wentz Financial Group top competitors include: Copper Canyon Wealth Management, Murphy Wealth Management, Goodrich and Associates, Sachs Financial Servic
What technology does Wentz Financial Group use?
Some of the popular technologies that Wentz Financial Group uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Wentz Financial Group?
Wentz Financial Group contact info: Phone number: (330) 650-2700 Website: www.wentzfinancialgroup.com
What does Wentz Financial Group do?

Wentz Financial Group focuses on building trust and strong client relationships as the foundation for successful financial planning. They offer a range of services including investment management, estate planning, and retirement planning to help clients prepare for their financial future. The company emphasizes a personalized approach, treating eve... ry customer like family and managing investments as if they were their own. Their target clients include individuals and families seeking comprehensive financial solutions tailored to their specific needs.Read More

What are Wentz Financial Group social media links?
Wentz Financial Group Linkedin page Wentz Financial Group Twitter page Wentz Financial Group Facebook page
Is Wentz Financial Group a public company?
Wentz Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Wentz Financial Group

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