Jeffrey L. Wendel

A registered Ft. Recovery, Ohio, financial consultant, Jeffrey L. Wendel guides Wendel Retirement Planning as CEO and provides individual and small business clients with personalized services. With the maxim that “knowledge is power,” Jeffrey L. Wendel emphasizes sound pathways toward retirement and works to protect assets and minimize tax burdens.

A hallmark of Mr. Wendel’s approach as an independent advisor is objectivity. He strives to provide non-biased strategic guidance that places client needs first. He has built-up long-term relationships with many of those he serves, including those that span generations, as trust is a foundational value. His breadth of knowledge extends to insurance strategies that ensure that families are well-covered, should unexpected life events occur.

Respected in his professional community, Mr. Wendel has instructed on topics such as “Taxes in Retirement” at Sinclair University in Dayton. A fan of the Ohio State Buckeyes and Cleveland Browns, Jeffrey L. Wendel has volunteered in his community as baseball coach.