Roth Steven a CPA - Nevada City (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!

Em The absolute worst never have I ever had problems getting a paid in full letter from a bank they have made it damn near impossible never get an auto loan with them and I mean it never have had to wait over 14 days because it’s automated and no one can generate one for me! This was talking to customer service representatives over the phone

Mari Agree with below. Would not recommend to my enemy