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Whelan Financial Planning

Northern Westchester
2127 Crompond Road, Suite 104C
Cortlandt Manor, NY 10567

Phone: 800-775-8564

Email: maureen@mawhelanfinancial.com

Legal Notice
Whelan Financial Planning is a Registered Investment Adviser providing fee-only investment advice and financial guidance. The firm is registered with the Securities and Exchange Commission.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of the owners and principals of Whelan Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with an appropriate personal financial adviser and/or investment professional before making investment decisions.
Past performance does not guarantee future results. Any data or discussion of past performance is presented herein for illustrative and discussion purposes. Market conditions vary and examples contained herein are presented to illustrate underlying principles and concepts.

FORM ADV | PRIVACY POLICY | SEC Form CRS

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maureen@mawhelanfinancial.com 800-775-8564