Whelan Financial
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
7700 N Palm Ave Ste 201, Fresno, Califor...Phone Number
(559) 228-8002Website
www.whelanfinancial.comRevenue
$5.9 MillionIndustry
About Whelan Financial
Whelan Financial specializes in personal wealth management and retirement planning, offering tailored financial plans to help clients achieve their financial goals. Their services include investment management, direct indexing, and company retirement plans aimed at supporting both individuals and businesses. The firm is dedicated to guiding clients through their financial journey, ensuring they secure their future and legacy. With a team of experienced financial advisors, Whelan Financial is committed to providing personalized solutions for a diverse range of financial needs.Explore more
Whelan Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Whelan Financial
$5.9M
11-50
Private
<$5M
1988
TW
Taylor WhelanPartner. Chief Financial Officer. Chief Ethics and Compliance Officer. Investment Advisor
Whelan Financial Tech Stack
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Whelan Financial specializes in personal wealth management and retirement planning, offering tailored financial plans to help clients achieve their financial goals. Their services include investment management, direct indexing, and company retirement plans aimed at supporting both individuals and businesses. The firm is dedicated to guiding clients... Read More
