M.A. WHELAN FINANCIAL PLANNING

Name: M.A. WHELAN FINANCIAL PLANNING
Address: 2127 CROMPOND ROAD, cortlandt manor, NY, US
Telephone: (914) 257-3446
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Cortlandt Manor, New York

📍 2127 CROMPOND ROAD, Cortlandt Manor, New York

📞 (914) 257-••••

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📍 2127 CROMPOND ROAD, Cortlandt Manor, New York

About M.A. WHELAN FINANCIAL PLANNING

M.A. WHELAN FINANCIAL PLANNING is a financial advisor located in Cortlandt Manor, New York. As a local financial advisor, they serve Cortlandt Manor and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Cortlandt Manor should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Cortlandt Manor

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Cortlandt Manor may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Cortlandt Manor

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

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Frequently Asked Questions

How much does a financial advisor cost in Cortlandt Manor?

Financial Advisors in Cortlandt Manor typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Cortlandt Manor?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Cortlandt Manor to choose from.

Does M.A. WHELAN FINANCIAL PLANNING offer free quotes?

Contact M.A. WHELAN FINANCIAL PLANNING directly to ask about free estimates. You can also request a quote through ProHorizon.