Disclosures

Whalen Financial is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Whalen Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Whalen Financial unless a client service agreement is in place.

Whalen Financial provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Whalen Financial is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

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Podcast & YouTube Disclosures

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Whalen Financial is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Whalen Financial and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Whalen Financial unless a client service agreement is in place.

Blog Disclosures

This commentary on this website reflects the personal opinions, viewpoints and analyses of Whalen Financial employees providing such comments, and should not be regarded as a description of advisory services provided by Whalen Financial or performance returns of any Whalen Financial investments' client.

The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.

Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Whalen Financial manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Awards, Media Appearances & Paid Memberships

Whalen Financial has been designated by Advisor Hub as an "Advisor to Watch" in 2022. This designation should not be interpreted as a confirmation or guarantee of Whalen Financial's past performance or future results.

Andrew Whalen's membership in the Forbes Council is a paid membership and does not constitute an endorsement or recommendation by Forbes or any of its affiliates.

Furthermore, Andrew Whalen's appearances in various media outlets are not to be considered as endorsements or assurances of his expertise, nor do they reflect or predict the performance of Whalen Financial. Media appearances are based on individual opinions and should not be construed as a guarantee of future results.