Wells Fargo Advisors - El Centro (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!

Robert Evans Brian is attentive, demonstrated subject matter expertise and was very helpful. Really appreciate his customer service. I highly recommend Brian Robinson and plan on enlisting his services as long as he is with Block Advisors and is willing to help me with my taxes. I highly recommend this particular tax advisor. This was the first time I used a professional do complete my taxes and the quality of the service will keep me coming back.

Sharrel Frazeur When buying a house, one needs a rock to tie to while riding the waves of today’s rates and financial processes. Danielle is a rock-star! Her strength in knowledge of real estate funding, creativity to negotiate financial options, and personal care of customer’s needs made the difference to me owning my dream home! You can trust in Danielle to look out for your best interest because she gets to know you and she genuinely cares.