-
October 2023 by rinkshuttler
Let's just get the record straight. While I excel at several skills, long-term financial planning and wise investment strategy are not at the top of my "brag sheet". My husband is far more knowledgeable but is appropriately busy with his business and career pursuits. Therefore, being driven by high standards, we diligently looked hard to find a company that would not only represent the integrity and wisdom that we value, but also one that we could solidly trust with our finances.Our diligence certainly paid off, as we can now call Whalen Financial not only our financial partners, but also friends! To me, relationships, customer service, and genuine care are characteristics that speak volumes, and I have never found a company that “speaks” these integral values more than Whalen Financial. When it comes to being greeted by Nancy, cared for by Dawn, led by Leah, educated by LeDawn, or advised by Andrew, we are always confident that our hard-earned financial capital is in good hands. I literally would not want to deal with anyone else when it comes to wealth management!
-
September 2023 by Jeff LaGesse
Al Whalen takes the stress out of filing taxes and really cares about his clients. He really goes the extra mile. Would recommend him to anyone. Everyone I have come in contact with at his office has been extremely friendly, professional, and helpful.
-
July 2023 by Michael Nesto
It is a pleasure working with the team at Whalen Financial. Everyone is very professional, friendly, and attentive.
-
June 2023 by Barbara Hoffman
Whalen Financial Group have always been there for me. Nancy with her always upbeat personality and always gets me to the person that I need.Al with his tax expertise and Andrew watching out for my finances.I couldn't ask for a better group of people
-
June 2023 by greg yonai
The Whalen Group is very professional and informing. Nancy will always call and leave a reminder for upcoming appointments. Very warm and positive welcome. Andrew is always ready to offer his expertise as well as offering his associates inputs. Andrew is always up front on his opinions based upon present and future forecasting of the economy. Very satisfied.
-
June 2023 by John Mangani
This is actually the fourth financial advisor I’ve gone to and I finally found the right fit for our family. The entire staff is professional, courteous, very friendly and most importantly informative and make sure that we understand exactly what they are doing for us. Always available to answer questions. Nancy greets us with a smile and makes us feel welcome. Thank you Andrew and to all the staff.
-
May 2023 by John DiFiore
After all of these years, a friend recommended that we talk to Whalen Financial about our investments. We first met Nancy, Director of first impressions. She is a delight and wonderful at customer service. When we met with Andrew Whalen, we were so impressed with his presentation and knowledge of the investment world. They are the best and we are very pleased to have found this group. They are all truly great professionals and highly skilled in their respective fields.
-
May 2023 by Sean D.
Whalen Financial is the "registered agent" for one of their clients Erik Hamby who has a business called Complete Games Sportscards. Complete Games Sportscards will bid on items listed on EBay and then never pay for the item! I spoke to Dawn from Whalen Financial and explained the situation to her and why I was calling and was pretty much brushed off! Allowing your clients to use your place of business as their address, so they don't have to have full transparency, is a shady business practice. I recommend staying away from both Whalen Financial and Complete Games Sportscards!!!
-
May 2023 by Lianne
It takes a special firm and a special team to have a happy client all the way in Florida when they are based in Vegas. At Whalen financial, as cliche as it may sound, I don’t feel like “just” a client…they make me feel like family which is even better than being a VIP! I trust Andrew and his team 1000% with my portfolio because I know they always have my best interests at heart. I would highly recommend them no matter if your portfolio is $50k or $50MM….you know you’re in the best of hands with Whalen financial!!
-
April 2023 by Maria
Andrew is the best! We've been a client for about 20 years. Everyone at the firm is professional and knowledgeable.
-
April 2023 by Xochitl Gonzalez
Nancy you are the best in what you do when it comes out to welcoming us inside the office! Al, Andrew and the team are so friendly, helpful and knowledgeable. Thank you all so much!!
-
March 2023 by HANNAH KALB
Everyone here in the office is so helpful. Whalen financial is amazing. Thank you for all that you do.
-
February 2023 by cerin martire
Andrew, Nancy and the team makes me feel like family every time during all communications. Thank you so much for all that you guys do!!!
-
January 2023 by Debra Saphire
Superb customer Service and Education. Feel very confident with Whalen Financial!!!
-
January 2023 by Richard Gottlieb
Friendly and knowledgeable, if you have questions always willing to answer them for you.
