Kerry Whalen, with over 30 years of experience, formed Whalen Financial Group, Inc. to provide a variety of customized solutions to help clients make good decisions for themselves, their family, their business and community.
Whalen Financial Group, Inc. has built an excellent reputation as trusted advisors by working hard to understand your hopes, dreams, fears, goals and objectives, delivering the independent and unbiased advice you need to make further progress.Whalen Financial Group, Inc. has grown to include three additional independent advisors.
Whalen Financial Group, Inc. has built an excellent reputation as trusted advisors by working hard to understand your hopes, dreams, fears, goals and objectives, delivering the independent and unbiased advice you need to make further progress.Whalen Financial Group, Inc. has grown to include three additional independent advisors.
Services
Whalen Financial Group, Inc. takes a unique approach to meeting our client's financial goals. Through our strategic alliances, we are able to provide our clients with diverse investment options for meeting their individual needs. Each financial situation is as unique as the individuals involved. We believe taking the time to properly evaluate your situation is critical to developing a solution that best meets your individual objectives.
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