Certified by Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New Wilmington, PA area, Victoria Whelan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
What types of financial planning services does Victoria Whelan offer?
Victoria Whelan specializes in women’s financial strategies, investments, retirement planning and income strategies, tax planning, and estate planning strategies.
Where is Victoria Whelan’s office located?
The office is located at 3438 State Route 208, Ste 2, New Wilmington, PA 16142, USA.
What are the office hours for Victoria Whelan's financial advisory services?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Victoria Whelan to schedule a financial planning appointment?
You can call +1 724-946-3271 or email Victoria.Whelan@ampf.com. Appointments can also be booked online through her contact page.
Does Victoria Whelan offer online appointments or onsite services?
Yes, Victoria offers both online appointments and onsite services to accommodate client needs.
Where can I find more professional information about Victoria Whelan?
Professional details can be found on her LinkedIn profile and the FINRA BrokerCheck website.
Which nearby financial advisors are located near Victoria Whelan's office?
Nearby financial advisors include Brian L Taylor and Melissa L Woodworth from Ameriprise Financial Services, LLC, providing additional financial resource options in the area.
What medical and health facilities are near Victoria Whelan's office?
Nearby health facilities include Imaging Services at UPMC Horizon Diagnostics, Pathology Services at UPMC Horizon, UPMC Centers for Rehab Services, and New Wilmington Family Medicine, useful if you need medical care before or after a visit.
Are there any popular local dining options near Victoria Whelan's office?
Yes, local dining options include Ryder’s Restaurant, Subway sandwich shop, and Abe’s Old Fashioned Frozen Custard, great places to grab a meal or snack nearby.
What other local amenities are available near Victoria Whelan’s office?
Nearby amenities include the Cheese House for specialty groceries, LibertyX Bitcoin ATM for convenient transactions, and Amish Outlet for furniture shopping.
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