Wendel Financial Group
Inspiration. Integrity. Insight.Our Services
Through Lisa Kops-Wendel's affiliation as an Investment Advisor Representative with United Planners Financial Services, she may offer the following services:
Investment Management
Institutional Managers
Brokerage Accounts
Exchange Traded Funds
Equities
Bonds
Investment Advisory Services
Fee Based Services
Cash Flow Management
Retirement Planning
IRA
ROTH IRA
SEP IRA
Pensions
Deferred Compensation
Stock Options
457 Plans
SIMPLE IRA
Retirement Distribution Planning
Required Minimum Distributions Planning
Withdrawal Strategies & Options
College Planning
529 Plans
Coverdell Plans
Custodial Accounts
Financial Services for Women
Goal Specific Planning for Women
Financial Education
Change of Life Strategy Planning
Insurance Services
Life Insurance*
Annuities*
Long Term Care/Disability*
* Not offered through affiliation with United Planners