About
Our primary objective is to attain and maintain the financial well-being of our clients.
Established in 1975, W.G. Whitney & Company, Incorporated was succeeded by W. G. Shaheen & Associates, dba Whitney & Company. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of our Form ADV disclosure brochure is available upon request. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of the SEC registration is available upon request. Our primary objective is to attain and maintain the finan...
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Services
money manager
financial planner
investment management
financial advisor
Contact
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 PM
- Tue 8:00 AM - 5:00 PM
- Wed 8:00 AM - 5:00 PM
- Thu 8:00 AM - 5:00 PM
- Fri 8:00 AM - 5:00 PM
- Sat CLOSED
-
Wed 8:00 AM - 5:00 PMOPEN NOW
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Reviews (1)
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5.0
1 Review
Cheryl Cooper
I trust Whitney & Company entirely because they always go an excellent job. They are also very quick to respond which I appreciate.
Detailed Information
- Location TypeUnknown
- Opening Date1975
- Annual Revenue Estimate$2.5 to 5 million
- SIC Code show
- Employeesunknown
- Contactsshow
- President Bill Shaheen