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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Robert Whelan CPA, CFP™

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Please call today if you think your plan is out-of-date.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.

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