WealthWise Financial Services - Irvine (CA)

Scott Griest Very easy to set up an account with them. Also have a great portal to enroll and customer service reps pick up the phone quickly. Happy client.

Dwaylon Calhoun Heather is amazing!!! She just helped me get my first car with an auto loan and she did an amazing job helping me answer all of my intercut questions. She was very flexible with her busy schedule to speed up the process of getting my loan approved as well as receiving the check to accomplish a small milestone of mine which was, getting my first car! Pictures coming soon heather, I promise !

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!