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Business Profile

Financial Planning Consultants

Paladin Advisor Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(443) 283-3482Email BusinessWrite a Review

About

Overview

Paladin Advisor Group

8178 Lark Brown Rd Ste 201

Elkridge, MD 21075-6424

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

BBB Accreditation & Rating

Paladin Advisor Group is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

BBB Accredited Since: 4/13/2011

Years in Business: 22

Products and Services

This company offers educators, non-profit professionals and families in and around Maryland with life event financial planning services.

Business Details

Local BBB:
BBB of Greater Maryland
BBB File Opened:
4/12/2011
Business Started:
2/1/2004
Business Incorporated:
2/26/2009
Type of Entity:
Corporation
Alternate Names:
Whaley Financial Services
Whaley Financial, Inc.
Business Management:
Ms. Toni Whaley, Owner

Additional Contact Information

Principal Contacts
Ms. Toni Whaley, Owner
Customer Contacts
Ms. Toni Whaley, Owner
Ms. Priti Patel, Executive Assistant
Ms. Elizabeth Byrd, Marketing Coordinator
Fax numbers
Primary Fax: (443) 283-3914
Additional Phone Numbers
Other Phone: (866) 464-7404
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 99939308 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 12/31/2026.

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

410-4682000Website

BBB records show a license number of CRD#: 4974365 for this business, issued by FINRA- Financial Industry Regulatory Authority. The expiration date of this license is 3/28/2028.

FINRA- Financial Industry Regulatory Authority

1700 K Street, NW

Washington DC 20006

301-5906500Website

Additional Information

Business Categories
Financial Planning Consultants, Financial Services, Retirement Planning Services

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.