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Whelan Financial

Financial Services

Specialities :
Financial planning
Personal wealth management
Retirement planning
Registered investment advisors
Investment management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Whelan Financial

What does Whelan financial do?+

At Whelan Financial, our clients come first. Our experienced team is committed to providing an unparalleled level of service while exemplifying the highest standard of ethics. We take our fiduciary role seriously and proudly uphold the principles set forth by the CFP Board of Standards as well as the Investment Advisors Act of 1940. Established in 1988, our firm provides both financial planning and investment management services to individuals, families, trusts, and qualified plans in the Central Valley and across the United States. As a fee-only Registered Investment Advisory firm, we do not charge a commission and are solely compensated...

What are Whelan financial's specialties? +

Financial planning,personal wealth management,retirement planning,registered investment advisors,investment management,fiduciary,company retirement plan management,certified financial planner™ practitioner,social security planning,and medicare planning

What is Whelan financial's industry? +

Whelan financial operates in the Financial services industry.

What is Whelan financial's revenue? +

Whelan financial's revenue is 11m - 100m

What is Whelan financial's company size? +

Whelan financial has 11 - 50 employees.

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