Riley, Whalen & Munn

www.rileywhalenmunn.com

Mission Statement Establish Riley Whalen & Munn as a purveyor of independent personalized financial advisory services while maintaining our uncompromising principles as we pursue our client’s goals. The following guiding principles will help us measure our success in achieving our mission: -Service to our clients is not an interruption but our purpose -Build a trusting and long-term relationship with our clients -Apply the highest standards of excellence to the selection and delivery of unbiased financial and investment advice. -We are accountable to: Our clients Their other trusted advisors Our firm Ourselves -Contribute and support our communities and our environment. -Recognize that our profitablility is essential and dependent on our mutual success Securities and Advisory Services Offered Through LPLFinancial Member FINRA/SIPC http://finra.org http://sipc.org The LPL Financial registered representatives associated with this page may only discuss and or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, VA, VT, WA

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Mission Statement Establish Riley Whalen & Munn as a purveyor of independent personalized financial advisory services while maintaining our uncompromising principles as we pursue our client’s goals. The following guiding principles will help us measure our success in achieving our mission: -Service to our clients is not an interruption but our purpose -Build a trusting and long-term relationship with our clients -Apply the highest standards of excellence to the selection and delivery of unbiased financial and investment advice. -We are accountable to: Our clients Their other trusted advisors Our firm Ourselves -Contribute and support our communities and our environment. -Recognize that our profitablility is essential and dependent on our mutual success Securities and Advisory Services Offered Through LPLFinancial Member FINRA/SIPC http://finra.org http://sipc.org The LPL Financial registered representatives associated with this page may only discuss and or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, VA, VT, WA

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Country

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State

New York

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City (Headquarters)

Rochester

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Employees

1-10

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Founded

2004

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Potential Decision Makers

  • Co - Owner / Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Client Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Lpl Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Junior Partner

    Email ****** @****.com
    Phone (***) ****-****

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