Stephen Blunt - Raymond James - Anaheim (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!

Deanna Cavazos I have gone to this place for years - about 200,000 miles! Always customer friendly and lets me know if I need any repairs on my vehicle. Even with Covid 19 and staying in your car it was a good visit. ☺

Veronica Tapia I very satisfied with the service. They have a great customer service.

Richard Williams Placerville is my home branch of this bank even though I have moved 2 hours away. When my new checks were lost in the mail I called the branch. Summer answered, remembered my by name (the staff at this branch are amazing for their personal care of customers), and immediately began to assist me in addressing the issue. She froze the account, took down all information on outstanding checks so they could be paid, gave me detailed directions on next steps to open a new account and reassured me that all would be fine. She even updated all of my data so when I went to a closer branch to open a new account it was very easy for them. I really appreciate the level of service and care received by Summer and the others at this branch.