Maureen A. Whelan,  CFP<sup>&reg;</sup> - Financial Advisor

Maureen A. Whelan, CFP®

Whelan Financial Planning

PO Box 374
Buchanan, NY 10511
FINANCIAL ADVISOR'S WEBSITE
(800) 775-8564

General

Maureen Whelan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Whelan Financial Planning in Buchanan, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Personal Taxes, Women's Finances

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