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Maureen Whelan, CFP®

Tax Preparer
Whelan Financial Planning
Peekskill United States of America

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Overview
Specialties (3)

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Contact Details

Company Name

Whelan Financial Planning

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Location

50 Hudson Ave
Peekskill, 10566-2066

Professional Background

Accepted Forms of Payments

National Association of Tax Professionals
National Association of Personal Financial Advisors

About Maureen Whelan, CFP®

Whelan Financial Planning is a small, independent, fee-only financial advisory firm that helps baby boomers simplify their financial lives, make financial decisions with confidence and adapt their plans as they journey through retirement. Maureen Whelan, CFP® does this by providing personalized and comprehensive financial advice, investment management, tax preparation and planning.