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Building Your Financial Foundation Begins Now

Whalen Financial Group, Inc. helps strategize, implement and accomplish your financial goals.

Why Wait?

Start planning for your dream future today!

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Financial Services Wausau WI Meet Kerry Whalen

Financial Services in Wausau WI

Welcome To Whalen Financial

Our approach is simple and begins with building the proper foundation.

Kerry Whalen, with over 40 years of experience in the industry, formed Whalen Financial Group, Inc. in Wausau WI to provide a variety of customized solutions to help clients make well-informed financial decisions for themselves, their family, their business, and their employees.

Our trusted team of 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!

Whalen Financial Group, Inc.

At Whalen Financial Group, 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.

Whether you're an individual seeking to secure your financial future, a family looking to plan for the next generation, a business owner aiming to optimize your company's financial strategy, or an employee seeking to make the most of your benefits, we're here to assist you every step of the way.

Trust in our knowledge, experience, and commitment to serving your best interests as we guide you toward a more secure financial future.

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Services We Offer

Financial Services Wausau WI Wealth Management

Investments

What investment strategy best aligns with my financial goals and risk tolerance, and how can I diversify my portfolio for maximum growth potential and stability?

Financial Services Wausau WI Risk Management

Insurance

How can I ensure that my insurance coverage adequately protects my assets and loved ones in the face of unforeseen events or emergencies?

Streamlined Solutions:

From account management tools to support services, these links are designed to enhance your experience.

Emoney Advisor

Empower Retirement

Pershing

CLIENT DISCLOSURE

The links to articles, other websites, and interactive resources are provided for your information and strictly as a courtesy. Our providing access to these resources does not constitute an endorsement, approval, or certification of the information, services, strategies, recommendations, or opinions presented, published, or made available at or through these websites and resources. We specifically make no representation as to, and disclaim any responsibility for, their completeness, accuracy, or applicability to your personal circumstances. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

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 when providing advice to them, and we are bound by a legal and ethical duty to act in their best interests, placing their financial well-being above all else. This commitment to fiduciary responsibility means that you can have confidence in our recommendations, knowing that they are guided solely by what benefits you and your financial future. We believe that trust is the foundation of a successful advisory partnership, and our fiduciary commitment reflects our unwavering dedication to earning and maintaining that trust.