Rockhold Wentling Financial AdvisorsAn Independent Firm

Business Philosophy

"We help people make smart decisions with their money".


We expect to be your financial professionals for life. Building the highest integrity, trust and service is our main business interest, along with; cultivating long-term relationships that money can't buy.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
Rockhold Wentling Financial Advisors An Independent Firm
2895 Harding Highway
Suite C
Lima, OH 45804
Phone: 419-222-8550
Fax: 866-469-3809
Direct: 419-222-8018
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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