Whelan Financial

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Judy Lungren

vía Google

I can't imagine there is any other financial advisor in the world who would do a better job than Portia. I have been her client for maybe 10 years, and she has done an excellent job of managing my investments.

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Lindy Adolph

vía Google

My husband and I have utilized the services of Portia White at Whelan Financial for over a decade. We deeply value the work that Portia does for us and for the relationship that we have with her! Portia developed our retirement plan, with our input. She has provided us with so much information and education related to our finances. We completely trust her, and the entire Whelan team, which is a great source of comfort! We highly recommend Whelan Financial, without reservation!

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Vinod Bansal

vía Google

I have had my retirement plan and personal assets managed by Whelan Financial since 2006. Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I’ve made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the financial planners and front office staff because everyone is pleasant, friendly, and personable. All advisors in the office are respectful, trustworthy, and highly skilled at what they do. The investment committee, which includes all of the financial planners, meet and decide the funds they want to include or exclude for their clients. The firm meticulously follows the rules and regulations of their clients’ retirement plans. All these years, I have never felt uncomfortable at any time about any recommendations or decisions they make. I feel as if they manage clients’ money as if it’s their own. I’ve been very happy with my return on investments based on my personal risk tolerance. I also appreciate the transparency and thorough explanations with any changes made to the investments. Overall, I have been very impressed by the attention to details with every aspect of the money management these financial planners provide. My portfolio is fully diversified and my assets are managed with discipline. The focus also is not only on return on the investment based on the risk tolerance of the client, but also on managing the expenses of the clients. From time to time, at my request, they have also reviewed and made recommendations on the 401-K and HSA portfolio with my current employer free of charge. I have been so impressed by their vast knowledge and skill of asset management, along with their friendly, personable approach that I have recommended this firm to my family members and friends.

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Tracy Edwards

vía Google

My experience with Whelan Financial has been second to none. Portia White has been my personal advisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and managing risk. Portia clearly has a passion for her career and does a thorough job relating to me in terms I can understand. She is open to my bringing investment ideas to the table and walks me through all the risks and benefits, guiding me, and supporting me in the decision process. She is always incredibly friendly and professional and I greatly enjoy our interactions together. In addition, the attention to detail, convenient scheduling and exceptional customer service at the firm is unparalleled. I have never had to wait more than one business day for a reply to a question or a request for a last-minute wire transfer. My past experience with advisors had left me feeling rushed and at times bullied into investments that were not in my best interest. It is clear that Portia is always focused on what is best for my total financial health and has never offered me products or services that would merely benefit her bottom line. Working with someone with such integrity has left me with an optimistic outlook for my retirement planning and current finances.

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Beth M

vía Google

Esta fue mi experiencia con Whelan Financial, y es mi opinión. Espero que la información aquí sea útil para quienes estén tratando de encontrar un buen asesor. Dejé muy claras mis expectativas respecto a un asesor financiero cuando me inscribí con WF. Esperaba una comunicación clara y rápida cuando hubiese cambios o problemas de los que debiera estar al tanto respecto a mis inversiones. Esperaba que si había opciones de acciones que quisiera comprar, me ayudarían en ese proceso; y esperaba que si el mercado subía, mi dinero también subiría. Whelan Financial falló en las tres expectativas. Primero fue la comunicación. Después de enviar un correo a mi asesor expresando preocupaciones de que mi cuenta estaba teniendo un rendimiento por debajo, mi asesor me informó que, debido a que MIS expectativas no se estaban cumpliendo, ya no trabajarían conmigo. Tenga en cuenta que hasta ese momento ni siquiera habíamos intercambiado una palabra áspera. Esto llegó completamente de la nada. El comportamiento de mi asesor no solo fue poco profesional e inmaduro, sino volátil. Ese nivel de volatilidad es probablemente la última característica que alguien debería desear en un asesor financiero. La segunda expectativa era que si había opciones que quisiera comprar, me ayudarían. En lugar de ayudarme, dividieron mi cuenta en dos y me dijeron que podría gestionar mis propias compras. La tercera expectativa era que si el mercado subía, mi dinero también subiría. No solo mis inversiones no crecieron, sino que, como se mencionó antes, expresar mis preocupaciones llevó a que WF dejara de trabajar conmigo. Si buscas un asesor en el que puedas confiar, que no tome decisiones volátiles e impulsivas, que sea confiable y profesional y que se comprometa contigo tanto como tú te comprometes con él, considera estos comentarios y toma una decisión informada.