We are a company of Risk Managers dedicated to guiding our clients towards the right products and carriers to meet their needs. Our desire is to become a trusted advisor by always looking out for their best interests and providing service that goes above and beyond expectation.
Our logo was created to reflect the layers of the Financial Planning Pyramid. Here at Whelan and Associates, we believe that a good financial plan must be built upon a solid foundation that enables you to reach your goals even in the face of life’s uncertainties.
Click or tap the segments on the pyramid below to learn more.
We offer policies to protect you during all stages of life. As an independent insurance brokerage, we have access to many different insurance solutions and aren’t limited by one company’s offerings or policies.
Supplemental Health Insurance
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Our team strives to create lasting relationships with our clients, not just transactions.
Believe us when we say that relationships come first. Here’s what some of our clients are saying about the service they received from Whelan & Associates.
I do not hesitate to refer my clients to Larry for their insurance needs. I moved my personal homeowners and auto coverages to Larry when he was able to provide more insurance at reduced premiums with a top-notch company. Larry is the utmost professional, easy to talk to and listens to be sure he is providing the coverages needed.
The first time I met Larry, I immediately felt at ease. He genuinely listened to me and repeated several things I mentioned as important factors in my insurance decision. He is warm, understanding, knowledgeable and you can tell he takes his client relationships seriously. He actually wants you to call him before you make a claim, rather than just referring you on to some 800 number to fend for yourself. I’d never really thought about insurance in terms of mitigating risk for long term wealth building…but, he helped me see the importance of this as part of a healthy financial equation. I left our meeting feeling confident and informed.
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It’s wise to review your coverage levels and amounts regularly. You never know what you might be missing! We’ll review your situation and give you honest advice.