M.A. WHELAN FINANCIAL PLANNING
Tel: (914) 257-3446 2127 Crompond Road Suite 104c Cortlandt Manor, New York 10567
About M.A. WHELAN FINANCIAL PLANNING
M.A. WHELAN FINANCIAL PLANNING is a Cortlandt Manor, New York based financial advisory firm with nearly $58,676,083 in assets under management and provides investment advisory services for 130 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
140357
Firm SEC#:
801-122165
Assets Under Management:
$58,676,083
No. of Clients:
130
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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