Skip to content

Whelan Financial PlanningFinancial advisor in Jefferson Valley-Yorktown, NY

Whelan Financial Planning is a financial advisor at BY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt Manor, NY 10567, rated 5.0 from 1 Google review. Open Tuesday 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.

Jefferson Valley-Yorktown, NY0 paid placements in any rankingHow we rank

Call (800) 775-8564Website ↗

Key facts

Key facts about Whelan Financial Planning
AddressBY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt Manor, NY 10567, Jefferson Valley-Yorktown, NYGet directions
Phone(800) 775-8564
Websitemwhelanpfp.com
HoursTuesday to Thursday: 11 AM – 6 PM; Friday: 11 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Jefferson Valley-Yorktown and 11 towns within 25 miles: Peekskill, Stony Point, Haverstraw, West Haverstraw, Ossining, Mount Kisco, New City, Woodbury, Sleepy Hollow, North Castle and Tarrytown.

Based in Jefferson Valley-Yorktown, NYView on map

Opening hours

Opening hours for Whelan Financial Planning
DayHours
MondayClosed
Tuesday11 AM – 6 PM
Wednesday11 AM – 6 PM
Thursday11 AM – 6 PM
Friday11 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Whelan Financial Planning

What are Whelan Financial Planning’s hours?

Whelan Financial Planning is open Tuesday to Friday. Its listed hours are Tuesday to Thursday, 11 AM – 6 PM; Friday, 11 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 Planning serve?

Serves Jefferson Valley-Yorktown and 11 towns within 25 miles: Peekskill, Stony Point, Haverstraw, West Haverstraw, Ossining, Mount Kisco, New City, Woodbury, Sleepy Hollow, North Castle and Tarrytown. 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 Planning?

Whelan Financial Planning has a rating of 5.0 from 1 Google review. 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 Planning?

Call Whelan Financial Planning on (800) 775-8564. The business is at BY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt Manor, NY 10567, Jefferson Valley-Yorktown, NY. 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.

Own Whelan Financial Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile