Maureen Whelan (CFP®, MBA)

Maureen Whelan focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

September 14, 2007

Submit
Submit

This Office

50 Hudson Ave Fl 2 Peekskill, NY 10566-2066 Phone: (800) 775-8564

Other Offices

1225 Franklin Ave Ste 325 Garden City, NY 11530-1693 Phone: (800) 775-8564