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  1. Home
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  3. Jeffrey Wendel
Jeffrey Wendel's picture

Jeffrey Wendel

CEO
Wendel Retirement Planning
Country or state 
United States
Available to 
Global
City 
Dayton, Ohio
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes
Timezone 
America/New_York

Personal Details

Bio

Jeffrey L. Wendel is the CEO and founder of Wendel Retirement Planning, a leading financial advisory firm based in Fort Recovery, Ohio. With over two decades of experience in retirement planning, tax strategies, and insurance advice, Jeffrey empowers clients to achieve their financial goals. He is the author of Grand Slam Retirement: A Winning Strategy for a Winning Lifestyle, offering valuable insights into securing a prosperous retirement. Committed to ethical practices and client-centered solutions, Jeffrey helps protect assets and minimize tax burdens for a confident financial future.

Current position (1)

CEO

Wendel Retirement Planning

Degrees (1)
Accounting
International Business College
1985 to 1984

Presentations

Presentations (1)
Wendel Retirement Planning

Jeffrey Wendel is the CEO and founder of Wendel Retirement Planning, a leading financial advisory firm based in Fort Recovery, Ohio, since 2001. With over two decades of experience in the financial services industry, Jeffrey specializes in comprehensive financial solutions—including retirement planning, tax strategies, and insurance advice. Under his leadership, the firm has managed more than $50 million in assets since 2013 and has consistently maintained an A+ rating with the Better Business Bureau.

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Expertise (6)

Financial services
retirement Retirement Planning financial advisory tax strategies insurance advice
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