Whelan Financial Planning

About

Whelan Financial Planning, located in Cortlandt Manor, NY, is an independent fee-only financial advisory firm that provides personalized financial guidance. Services include retirement planning, retirement investment management, and personal income tax preparation. The firm specializes in helping clients create tailored financial plans that address their unique goals and concerns, ensuring support throughout their financial journey. Maureen Whelan, the founder and a CERTIFIED FINANCIAL PLANNER, leads the firm with a commitment to a fiduciary standard of care.

Service area

Serves the business city