Whelan Financial Planning - Cortlandt, New York

Introduction to Whelan Financial Planning

For individuals and families seeking expert financial planning and investment guidance, Whelan Financial Planning stands as a reputable and dedicated service provider. Established with a commitment to personalized attention and strategic financial solutions, the firm operates under the leadership of experienced professionals. They prioritize building long-term relationships based on trust and a thorough understanding of each client’s unique circumstances and goals. Whelan Financial Planning distinguishes itself through a holistic approach, encompassing not just investment management but also comprehensive tax preparation and overall financial strategy.

The firm is proudly a women-owned business, reflecting a commitment to diverse leadership and a client-centric philosophy. Accessibility is a key consideration, offering wheelchair accessible parking, wheelchair accessible seating, and a restroom for all visitors. It’s crucial to note that appointments are absolutely required for all consultations, reinforcing the firm's dedication to providing focused and tailored support.

Location and Contact Information

Whelan Financial Planning operates on a strictly by-appointment-only basis. The physical address is: Address: BY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt, NY 10567. Prospective clients can easily contact the firm using the provided phone number: Phone: 8007758564. For detailed information and to schedule an appointment, visitors can also explore their website: Website: mwhelanpfp.com. The website houses valuable resources, including information about the services offered, team members, and frequently asked questions.

Specialties and Services Offered

Whelan Financial Planning’s core competencies revolve around providing a robust suite of financial services. These include:

• Financial Planning: The firm specializes in developing customized financial plans designed to meet the diverse needs of their clients, covering areas such as retirement planning, education funding, estate planning, and risk management.
• Investment Service: They offer comprehensive investment management services, utilizing a range of investment strategies to align with client risk tolerance and financial objectives. This includes portfolio construction, asset allocation, and ongoing performance monitoring.
• Tax Preparation: Whelan Financial Planning provides professional tax preparation services, helping clients navigate the complexities of the tax system and maximize their tax savings.

Client Feedback and Reputation

Currently, Whelan Financial Planning has garnered positive feedback from its clients, as evidenced by one review on Google My Business. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. This positive reception speaks volumes about the firm’s commitment to client service and its ability to deliver tangible results. It's recommended to explore the Google My Business page for a detailed account of client experiences and testimonials. The firm consistently emphasizes its dedication to building strong relationships and providing personalized support, which undoubtedly contributes to its excellent reputation.

Additional Points of Interest

Beyond its core services and impressive client feedback, several other points of interest further solidify Whelan Financial Planning’s standing as a reliable and valuable resource. The firm operates on a strictly appointment-only basis, ensuring that clients receive undivided attention and focused guidance. Appointments are highly recommended, allowing the team to thoroughly assess client needs and develop tailored strategies. Furthermore, the firm’s commitment to accessibility is noteworthy, with wheelchair accessible parking, wheelchair accessible seating, and a restroom readily available for all visitors.

Key features of Whelan Financial Planning include:

• Personalized Approach: Each client receives a tailored financial plan designed to meet their specific needs and goals.
• Experienced Professionals: The firm is led by seasoned financial planners with extensive expertise.
• Comprehensive Services: A full range of financial services, including financial planning, investment management, and tax preparation, are offered.
• Client-Focused Service: A commitment to building long-term relationships based on trust and communication.

In conclusion, Whelan Financial Planning offers a compelling combination of expertise, accessibility, and client-focused service. For individuals and families seeking a trustworthy and knowledgeable partner to guide them on their financial journey, Whelan Financial Planning represents a highly recommended option.

👍 Reviews of Whelan Financial Planning

Katharine M.

5/5