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Whelan Financial Planning offers personal service. When you have a question or need help, Maureen is there. No passwords, security questions or waiting on hold for the next available representative. We are an independent, fee-only firm. Our compensation comes directly from you, not the sale of a product. Maureen believes that this is fairest, most transparent and least conflicted way to provide advice to clients.

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Whelan Financial Planning Questions

The Whelan Financial Planning annual revenue was $7 million in 2024.

Whelan Financial Planning is based in Garden City, New York.

The NAICS codes for Whelan Financial Planning are [52, 523, 5239, 52393].

The SIC codes for Whelan Financial Planning are [628, 62].

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