Country
State
Cities
Fee-only financial advisors
2010
< $25/hr
2 - 9
United States
Callahan Financial Planning is an independent fiduciary financial advisory firm, providing financial planning and investment management services with 5 offices across 2 regions in Nebraska and California: In eastern Nebraska, we have offices in Omaha and Lincoln, and in the Bay Area of California, we have offices in San Francisco, Mill Valley, and San Rafael.
Explore Callahan Financial Planning office locations and service areas.
3157 Farnam St Ste 7111 Omaha Nebraska United States 68131
4157958600
Browse, Compare, Shortlist, and Hire your ideal business partner with ease.
No Portfolios Found yet...
Read Callahan Financial Planning reviews, client feedback, ratings, and experiences to learn more about the company's services and performance.
No reviews submitted yet...
What services does Callahan Financial Planning offer?
Callahan Financial Planning provides comprehensive financial planning services, including investment management, retirement planning, estate planning, and tax planning.
Which industries does Callahan Financial Planning serve?
The company serves individuals, families, and businesses, with a focus on serving professionals, executives, and retirees.
Where is Callahan Financial Planning located?
The company has offices in New York, New Jersey, and Florida, serving clients across the United States.
What technologies does Callahan Financial Planning specialize in?
The company uses a variety of financial planning software and tools to help clients achieve their financial goals.
Does Callahan Financial Planning offer dedicated financial planners?
Yes, the company assigns a dedicated financial planner to each client to provide personalized service and guidance.
How can I contact Callahan Financial Planning?
You can contact the company by phone, email, or through their website's contact form.
What makes Callahan Financial Planning different?
The company's experienced team and comprehensive approach to financial planning set them apart from other financial planning firms.
What engagement models does Callahan Financial Planning offer?
The company offers a variety of engagement models, including hourly, project-based, and retainer-based arrangements.
Does Callahan Financial Planning work with startups?
Yes, the company has experience working with startups and small businesses to help them achieve their financial goals.
Does Callahan Financial Planning serve enterprise clients?
Yes, the company has experience working with large corporations and organizations to provide financial planning and consulting services.
Does Callahan Financial Planning provide maintenance and support?
Yes, the company offers ongoing maintenance and support to help clients stay on track with their financial plans.
How long has Callahan Financial Planning been in business?
The company has been in business for over 20 years, with a team of experienced financial planners and advisors.
What is Callahan Financial Planning's development process?
The company's development process involves a comprehensive approach to financial planning, including goal setting, risk assessment, and investment management.
Does Callahan Financial Planning have client testimonials?
Yes, the company has client testimonials and case studies available on their website, highlighting their success in helping clients achieve their financial goals.
What certifications or partnerships does Callahan Financial Planning have?
The company has certifications from the Certified Financial Planner (CFP) Board and is a member of the Financial Planning Association (FPA).
What types of projects has Callahan Financial Planning completed?
The company has completed a variety of projects, including investment management, retirement planning, estate planning, and tax planning, for individuals, families, and businesses.
How can I learn more about Callahan Financial Planning's services?
You can learn more about the company's services by visiting their website, contacting them directly, or scheduling a consultation.
Do you own or represent this business? Enter your business email to claim your TopITFirms profile.
You have successfully submit request your claim
Ask About Callahan Financial Planning
Usually replies instantly
zip, pdf, png, jpg
Thank you for submitting your inquiry, we will get in touch with you soon.