ma
M.a. Whelan Financial Planning
SEC-regulated
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.
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
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
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.