H D Vest & Financial Services

Ma Whelan Financial Planning is an independent fee-only financial advisory firm based in Cortlandt, Town of, NY. With over 10 years of experience, Maureen Whelan, CFP, offers personalized financial guidance to help clients navigate through the complexities of retirement planning and investment management. Specializing in retirement review, investment management, and personal income tax preparation, Maureen Whelan is dedicated to upholding the highest standards of integrity, objectivity, and professionalism. As a registered investment adviser in the state of New York, she provides tailored financial solutions to help clients achieve their long-term financial goals. Generated from the website

Zachary Njoga is a Licensed Financial Representative with Primerica serving MONTROSE and its surrounding areas.

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.Generated from the website