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Whelan Financial
- Financial Services
- Fresno, CA
About this business
Specialties At Whelan Financial clients come first. Just as we are committed to provide an unparalleled level of service, we are dedicated to the highest standard of ethics. We take our fiduciary role seriously and proudly uphold principles that exceed industry standards. Established in 1988 by Vincent J. Whelan, CFP®, our firm provides both financial planning and investment management services to individuals, families, trusts, and qualified plans in the Central Valley and across the United States. As a fee-only Register... read more
Location details
735 W Alluvial Ave #101, Ste 101, Fresno, CA, 93711, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I can't imagine there is any other financial advisor in the world who would do a better job than Portia. I have been her client for maybe 10 years, and she has done an excellent job of managing my investments.
My husband and I have utilized the services of Portia White at Whelan Financial for over a decade. We deeply value the work that Portia does for us and for the relationship that we have with her! Portia developed our retirement plan, with our input. She has provided us with so much information and education related to our finances. We completely trust her, and the entire Whelan team, which is a great source of comfort! We highly recommend Whelan Financial, without reservation!
Very professional group and impressive facility. Michael Ryan is the consumate professional and knows his stuff. I highly recommend!
I have had my retirement plan and personal assets managed by Whelan Financial since 2006. Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I’ve made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the fina... read more
Excellent firm. Trustworthy and dependable. Savvy money managers who will help grow your portfolio.
Frequently asked questions about Whelan Financial
How is Whelan Financial rated?
Whelan Financial has a 4.4 star rating with 7 reviews.
When is Whelan Financial open?
Whelan Financial is closed now. It will open tomorrow at 8:00 a.m.
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