Whelan FinancialFinancial advisor in Fresno, CA

Whelan Financial is a financial advisor at 7700 N Palm Ave Ste. 201, Fresno, CA 93711, ranked #27 of 76 financial advisors in Fresno and rated 4.4 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Fresno, CAUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (559) 228-8002 Website ↗

Key facts

Key facts about Whelan Financial
Address	7700 N Palm Ave Ste. 201, Fresno, CA 93711Get directions
Phone	(559) 228-8002
Website	whelanfinancial.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	4.4 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Fresno and 6 towns within 25 miles: Clovis, Madera, Kerman, Sanger, Selma and Parlier.

Based in Fresno, CAView on map

Opening hours

Opening hours for Whelan Financial
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Whelan Financial

How is Whelan Financial ranked in Fresno?

Whelan Financial is ranked #27 of 76 financial advisors in Fresno by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Whelan Financial’s hours?

Whelan Financial is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Whelan Financial serve?

Serves Fresno and 6 towns within 25 miles: Clovis, Madera, Kerman, Sanger, Selma and Parlier. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Whelan Financial?

Whelan Financial has a rating of 4.4 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Whelan Financial?

Call Whelan Financial on (559) 228-8002. The business is at 7700 N Palm Ave Ste. 201, Fresno, CA 93711. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Whelan Financial compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Whelan Financial (this business)	—	62	4.4 (7)	No	No
Mason Street Wealth Management	#25	63	3.9 (11)	No	No	2.5 mi
Bank of America Financial Center	#26	63	2.8 (58)	No	No	10.3 mi
Evans Legacy Financial	#28	62	4.8 (6)	Yes	Yes	2.8 mi

See all 76 ranked financial advisors in Fresno