Welcome to Wendt Financial Group!

We are an independent, family-owned financial services firm committed to helping our corporate and individual clients succeed. By developing strong relationships with our clients, we have been helping people throughout the United States establish and maintain their long-term financial goals since 1972.

Our Focus

Our core focus has been providing retirement planning services to the micro (start-up) to mid-size ($10 million–$100 million) market in order to include services targeted at the plan sponsor, the plan trustees, and, most important, the plan participants. We believe that everyone in a corporation deserves the opportunity to plan for their retirement years with confidence. Our mission is to deliver awareness, education, and the relevant financial tools to all such that each individual has security and certainty at his or her retirement age.

We accomplish this by developing strong relationships and providing accessibility to our clients. It is a two-tiered approach that addresses the complex regulatory requirements and design issues of the plan sponsor and the multifaceted financial planning needs of the plan participant.

If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.

If you are not familiar with our firm, this website is a good place to begin to know us and understand what it is we do and how we go about doing it.

We appreciate your interest in Wendt Financial Group. Although electronic means are a great way to begin your education, we encourage you to give us a call. We still answer our phones the old-fashioned way, by picking up and saying hello. We look forwarding to hearing from you and learning how it is that we might best meet your expectations.

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Featured Content: Latest Article and Market Commentaries

Financial Planning Tips for Year-End: Here are some tips to help get your financial house in order before the New Year.

View the Featured Article

Last Updated: 11/23/15

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This communication strictly intended for individuals residing in the states of AR,AZ,CO,FL,GA,IA,IL,IN,MI,MN,MO,NC,NJ,NM,NV,NY,OH,OK,PA,SC,TN,TX,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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