Mawhelan Financial

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1392 Albany Post Rd
Croton on Hudson, NY 10520
+1 (914) 930-8111
https://www.mawhelanfinancial.com

Whelan Financial Planning, based in Croton On Hudson, NY, is an independent fee-only financial advisory firm founded by Maureen Whelan, a CERTIFIED FINANCIAL PLANNER professional with significant experience in the financial sector. For over ten years, the firm has been dedicated to providing personalized financial guidance, helping clients navigate the complexities of retirement planning and investment management.

With a focus on client values and goals, Whelan Financial Planning offers comprehensive services including retirement reviews, investment management, and personal income tax preparation. Maureen Whelan is committed to maintaining the highest standards of integrity and professionalism, ensuring that clients receive tailored advice that prioritizes their best interests.

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