Insurance and Financial Planning:

We represent over 30 different insurance carriers so listing them all here would be quite a list.  Our specialty is working with you to find the right one to meet your needs.  All insurance is not created equal and it is our job to provide you the coverage you need at the price that fits your budget.   Speaking of budget…we are also Certified Financial Planners.  So when that retirement fund isn’t up to snuff and you could use some well thought out advice, turn to Whelan & Company to get you back on track. 

Here is a partial list of insurance companies we work with daily:

• Auto Owners Insurance Company
• Home Owners
• Citizens Insurance Company
• Progressive
• SafeCo
• EMC Insurance Companies
• Arlington Roe & Company
• Northpoint Financial Service
• Zurich Insurance
• Foremost Insurance