Evan Whaley

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Evan Whaley is a financial consultant based in Stamford, Connecticut, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Evan employs a thorough discovery process to understand clients' specific situations and time horizons. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

Reviews

Location

Business Information