About Whelan Financial

Whelan Financial is a Financial Service company, headquartered in Fresno, with 11 - 50 employees and annual revenue of $5M - $20M.

At Whelan Financial, our clients come first. Our experienced team is committed to providing an unparalleled level of service while exemplifying the highest standard of ethics. We take our fiduciary role seriously and proudly uphold the principles set forth by the CFP® Board of Standards as well as t...

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Whelan Financial Company Highlights

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Phone Number

(559) 228-xxxx

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Corporate Office Address

7700 N. Palm Ave
Fresno, 93711

Industries Served

Financial Service

Number of Employees

11 - 50 Employees

Company Revenue

$5M - $20M

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Whelan Financial Org

Whelan Financial has 1 C-Level, 6 VP, 1 Director, 1 Manager, and 3 Other employees.

Whelan Financial Decision Makers

  • CEOTaylor Whelan
  • CFOTaylor Whelan

Whelan Financial's Tech Stack

Adobe Fonts
Apache
Astra
Backbone.js

Frequently Asked Questions About
Whelan Financial

FAQs

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Who is the CEO of Whelan Financial?

The CEO of Whelan Financial is Taylor Whelan. See full contact details  ›

Who is the CFO of Whelan Financial?

The CFO of Whelan Financial is Taylor Whelan. See full contact details  ›

How many senior employees does Whelan Financial have?

Whelan Financial has 9 senior employees that are typically used for decision making.

Who are the key decision makers at Whelan Financial?

Key decision makers at Whelan Financial include Taylor Whelan (CEO) and Taylor Whelan (CFO). See full contact details  ›

What technologies does Whelan Financial use?

Whelan Financial uses technologies including Adobe Fonts, Astra, and Backbone.js.

How do I contact Whelan Financial?

To contact Whelan Financial, visit whelanfinancial.com.

What companies are similar to Whelan Financial?

Companies similar to Whelan Financial include Retirement, BCP, and Ontop.

Where is Whelan Financial headquartered?

Whelan Financial is headquartered at 7700 N. Palm Ave, Fresno.

What is the main phone number for Whelan Financial?

The main phone number for Whelan Financial is (559) 228-xxxx.

What is the official website for Whelan Financial?

The official website for Whelan Financial is whelanfinancial.com.

What is the annual revenue of Whelan Financial?

The annual revenue of Whelan Financial is $5M - $20M.

How many employees does Whelan Financial have?

Whelan Financial has 11 - 50 employees.

What industry is Whelan Financial in?

Whelan Financial is in the Financial Service industry.

Last updated: August 19, 2024

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