At Linker Financial Group Inc., we endeavor to help individuals and businesses build, protect, and preserve their wealth. Though the financial world is in a constant state of evolution, one element remains crucial to success: the ability for advisors to truly understand the unique needs of their clients. By taking a multi-tiered approach to financial planning, we are able to build custom strategies that take everything into consideration. After diligently assessing your long and short-term objectives, risk tolerance and protection needs, we then build tailor-made strategies to help fulfill your goals. From helping individual investors and business owners, to retirees and more, our advisors specialize in integrating every area of your financial life. With over 30 years of industry experience, we draw on our heritage of excellence to provide world-class service and cutting-edge strategies. Whatever you may hope to achieve, we'll help ensure your plan works in unison so you can stay focused on what matters most.
At Whelan Financial clients come first. Just as we are committed to provide an unparalleled level of service, we are dedicated to the highest standard of ethics. We take our fiduciary role seriously and proudly uphold principles that exceed industry standards. Established in 1988 by Vincent J. Whelan, CFP®, our firm provides both financial planning and investment management services to individuals, families, trusts, and qualified plans in the Central Valley and across the United States. As a fee-only Registered Investment Advisory firm we do not charge a commission and are solely compensated by our clients. Visit whelanfinancial.com to learn how our experienced professionals can tailor a financial plan to fit your goals. Like us on Facebook | Follow us on LinkedIn
Taxes & Beyond Financial Services helps people navigate through tax preparation process with minimum stress and maximum refund. Though our main service is income tax preparation we provide financial guidance to your everyday financial issues in order to help you manage and achieve your financial goals.
