Mid Coast Business Capital - San Luis Obispo (CA)

Elizabeth Medlyn Alex went above and beyond to help me and make sure my services were turned on.. I really appreciate his friendly and conscientious service, and the others who helped me; Amber, Jenny and Sara.

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!

Cristina Caruso Lissa has been doing our taxes for years. She knows her stuff, is very friendly and quick to reply. The staff is great and very knowledgeable.