Beckman Investments - Eureka (CA)

Lindy Adolph My husband and I have utilized the services of Portia White at Whelan Financial for over a decade. We deeply value the work that Portia does for us and for the relationship that we have with her! Portia developed our retirement plan, with our input. She has provided us with so much information and education related to our finances. We completely trust her, and the entire Whelan team, which is a great source of comfort! We highly recommend Whelan Financial, without reservation!

Julia Rock Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

Wendy Aguilar They are free legal services for people that cant afford a lawyer we are being evicted and they have helped us win two cases threw the courts and are still helping us but we are still in our place they explain everything to you and tell you what to do or not to do they do all the paperwork for you and you file it threw the courts, I dont know were we would be right now if it wasnt for them thank you so much. They are very caring and friendly people.