Our Firm

Robert J. Whelan Financial Service is a full-service financial services firm committed to helping people pursue their financial goals. I offer a wide range of  financial products and services* to individuals and business owners. By providing financial information , I believe you will be better able to identify your goals and make a decisions to help reach them. Please call us at 573-785-3008 if you have any questions about my firm or the range of financial products and services I provide.

Planning your financial future can be a daunting task. That’s where I come in. I am a trained, licensed professionals, and  can draw on years of financial planning* experience when creating a long-term plan. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, I can help you.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it has been a while, act today.

*These services are offered by Robert Whelan through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.