Broker Check

Team

At Wendell Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Ralph S. Wendell

Financial Advisor of GWN Securities, Inc

(856) 455-5100

(856) 455-6322

rsw@wendellfinancial.com

Carol D. Wendell

Administrative Assistant

(856) 455-5100

(856) 455-6322

service@wendellfinancial.com

Robyn Wendell

Administrative Assistant

856 455-5100

856 455-6322

service@wendellfinancial.com