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 Advisor’s 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 by our clients.
Whether it’s wealth management, retirement planning, or benefits for your employees, we are here to guide you from where you are to where you want to be. Visit whelanfinancial.com to learn how our experienced professionals can craft a financial plan tailored to meet your goals.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 7700 N. Palm Ave,
- Phone
- (559) 228-8002
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- whelanfinancial.com
- Keywords
- Financial Planning, Personal Wealth Management, Retirement Planning, Registered Investment Advisors, Investment Management, Fiduciary, Company Retirement Plan Management, CERTIFIED FINANCIAL PLANNER™ Practitioner, Social Security Planning, Medicare Planning.
- HQ
- Fresno, California
Whelan Financial Questions
Whelan Financial's helpline number is (559) 228-8002
Whelan Financial's website is whelanfinancial.com
Whelan Financial's LinkedIn profile is https://www.linkedin.com/company/whelan-financial
Whelan Financial has
11 employees.
View email and phone details for 11
employees at Whelan Financial.
Whelan Financial's industry is
Financial Services
Whelan Financial's top competitors are
Portfolio Advisors, Inc.,
Sierra Meadows Behavioral Health,
Educational Employees Credit Union,
Ford Financial Group,
Kings River Packing,
Betts Company,
Thiesen Dueker Modern Wealth Management,
Ffb Bank,
Regency Investment Advisors,
Fresno Ventures.
Whelan Financial's support email address is info@whelanfinancial.com
Whelan Financial's categories are Financial Services
Whelan Financial's founding year is 1988
