Ma Whelan Financial Planning is an independent fee-only financial advisory firm based in Cortlandt, Town of, NY. With over 10 years of experience, Maureen Whelan, CFP, offers personalized financial guidance to help clients navigate through the complexities of retirement planning and investment management.
Specializing in retirement review, investment management, and personal income tax preparation, Maureen Whelan is dedicated to upholding the highest standards of integrity, objectivity, and professionalism. As a registered investment adviser in the state of New York, she provides tailored financial solutions to help clients achieve their long-term financial goals.
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