Archives: Our Services

Company Retirement Plans

Company Retirement Plans Investing in your valued team. Your team is incredibly valuable to your business. As fiduciaries, Whelan Financial assists companies in caring for their employees through responsible management of 401(k)s, pensions, and profit-sharing plans. We encourage participants to better their financial future through investment education, always emphasizing the value of the benefit offered …

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Personal Wealth Management

Personal Wealth Management Creating a plan for achieving your goals. At Whelan Financial, we provide more than investment advice. Our goal is to ensure you have the time, attention, and analytics necessary to make confident and informed financial decisions. We are here to be your partners in financial planning, whatever your needs may be. The Client Experience …

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