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M.a. Whelan Financial Planning
SEC-regulated
Registered investment advisor
M.a. Whelan Financial Planning is a financial advisory firm based in Cortlandt Manor, New York. It currently has approximately $41,456,773 of assets under management and employs about 1 people. M.a. Whelan Financial Planning uses a fee structure of and fixed fees.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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