Whelan Financial Planning is an independent, fee-only financial advisory firm based in Peekskill, NY. With over 10 years of experience, they provide personalized financial guidance to help clients navigate through the overwhelming world of financial advice and make informed decisions about retirement planning, investment management, and personal income tax preparation.
Led by Maureen Whelan, a Certified Financial Planner (CFP) with a background in finance and extensive experience in the industry, Whelan Financial Planning offers comprehensive services that prioritize clients' values and goals. Their approach focuses on cutting through the noise and providing customized solutions to ensure clients' financial well-being and successful transition into retirement.
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