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Client Experience

Personalize Online  Financial Management Portal


  • Innovated Technology
  • Manage ALL your goals in your Financial Life
  • Organized view of your Financial Picture
  • Add or Update Financial Goals
  • Live updates of your Financial performance
  • Stay connected in Real time with our team
  • Whalen Financial APP can send you notifications


   

 




Quarterly Reviews

Portfolio reviews provide an opportunity to discuss changes in your goals and to prepare you for retirement. Whalen Financial provides you a comprehensive long-term perspective and analysis from our investment professionals on current markets and the economic environment.

Education Events

Whalen University is a program created to keep our clients informed with current markets and their investments. We bring you the investments companies that teach you about the economy and how your investments are playing an important role in the market.

Social Events

Whalen Financial hosts multiple gala events during the year. The constant connection with our clients has become our priority.



Online Portal & Mobile APP


A PORTAL FOR EVERY PIECE OF YOUR FINANCIAL LIFE. Store, Share, and Send Key Documents with our Wealth Management Portal. Our online financial management portal provides the tools you need to manage the most important parts of your financial life—from any device.

Professional Investment Management

Our professional investment management team aims to meet your particular investment goals. Our team at Whalen Financial can provide you with the service such as: pension funds, retirement plans, governments, and insurance companies.

Other Services: 

Taxes & Insurance

At Whalen Financial, we adopt a multi-disciplinary approach when it comes to Insurance & Taxes. Reaching your financial goals involves protecting your assets as well as managing them. At Whalen Financial, we prepare a balanced and customized approach to asset and risk management.*

*INSURANCE SERVICES PROVIDED BY WHALEN & ASSOCIATES INSURANCE. TAX SERVICE PROVIDE BY THE WHALEN GROUP. Both are SEPARATE COMPAnies FROM WHALEN FINANCIAL.


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