Whalen Financial Group

At Whalen Financial Group, Inc., we understand that no two financial situations are the same. With decades of experience, we are dedicated to tailoring our services to your individual needs and aspirations. Our client-centric approach ensures that we fully comprehend your financial goals and position, allowing us to create a comprehensive plan that aligns with your unique circumstances.

Our Approach

Our approach is simple and begins with building the proper foundation. With over 40 years of experience in the industry, our team of trusted advisors works to understand the unique position of each client based on their goals and craft a plan of services specific for them. We are eager to help you start building your financial foundation today!

Financial Services in Wausau WI

We offer a variety of customized solutions to help clients make well-informed financial decisions for themselves, their family, their business, and their employees. Our services include financial planning, investments, and insurance. We understand that each client has unique financial goals and objectives, and we work closely with them to create a personalized plan that aligns with their aspirations.

What We Offer

• Financial Planning: We help clients create a comprehensive financial plan that takes into consideration their financial security, growth objectives, and success.
• Investments: We help clients develop an investment strategy that best aligns with their financial goals and risk tolerance, while diversifying their portfolio for maximum growth potential and stability.
• Insurance: We help clients ensure that their insurance coverage adequately protects their assets and loved ones in the face of unforeseen events or emergencies.

Streamlined Solutions

We also offer streamlined solutions to enhance our clients' experience, including account management tools and support services. Our goal is to make it easy for our clients to manage their finances and make informed decisions about their financial future.

Fiduciary Commitment

At Whalen Financial Group, Inc., we take our role as fiduciaries seriously when providing advice to our advisory clients. As fiduciaries, we uphold the highest standards of integrity and responsibility. Our advisory clients' interests always come first, and we are bound by a legal and ethical duty to act in their best interests, placing their financial well-being above all else.

Book Your Appointment Today!

The road to financial freedom starts with this first step! Contact us today to schedule a consultation and take the first step towards building your financial foundation.