Dale L. Mullin,  CFP<sup>&reg;</sup> - Financial Advisor

Dale L. Mullin, CFP®

CPA,

Partner

Whittemore Dowen & Ricciardelli, LLP

333 Aviation Road, Bldg. B
Queensbury, NY 12804
FINANCIAL ADVISOR'S WEBSITE
(518) 792-0918

General

Dale Mullin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Whittemore Dowen & Ricciardelli, LLP in Queensbury, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY
  • Property/casualty: NY
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Corporate Finance, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Startup, Retirement, Life Planning, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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