Wendel Financials 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