About Whalen Financial
Reviews for Whalen Financial
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Whalen Financial is an investment and wealth management firm serving individuals, families, businesses, and foundations in the Las Vegas area and throughout the United States. The company is known for its exceptional customer service, genuine care for clients, and expertise in financial planning and investment strategies. Clients praise the friendly and professional staff, including Nancy's upbeat personality, Dawn's caring approach, Leah's leadership, LeDawn's educational guidance, and Andrew's sound financial advice. The firm's founder, Al Whalen, is recognized for his tax expertise and dedication to going the extra mile for his clients. Customers consistently recommend Whalen Financial, describing it as a trusted partner and friend in managing their financial well-being.
We are truly blessed with Whalen financial and corporation they truly have taken superb care of us and our financials would definitely recommend this group every single person in there we real?y really appreciate them they are on top of our every need we have referred many people and they have been also extremely impressed and still use them 5 star treatment from this group from the first meeting on especially Nancy ,andrew, and al , they treat you like family and treat your finances like their own with watching and doing the best 5 stars thank you
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...read full review
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.