M.a. Whelan Financial Planning

Registered investment advisor
M.a. Whelan Financial Planning is a financial advisor based in Cortlandt Manor, New York. It currently has around $41,456,773 of assets under management and employs approximately 1 people. The main advice areas covered by M.a. Whelan Financial Planning are: financial planning services and portfolio management for individuals and/or small businesses. M.a. Whelan Financial Planning uses a fee structure of and fixed fees.

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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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