Callahan Financial Planning is a fee-only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, California, the company provides planning for families seeking to prepare for retirement, receive advice on an investment portfolio, family office services, wealth management, tax preparation & planning, estate planning, and more.
Learn more at our website at https://callahanplanning.com
© 2010-2024 Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor.
Industry
Investment Management, Banks & Financial Services, Financial Industry Supplies
HQ Location
3157 Farnam St
Ste 7111
Omaha, Nebraska 68131, US
Keywords
Investment ManagementPersonal Financial PlanningFiduciary Financial AdvisorsSan Francisco Financial AdvisorsSan Rafael Financial AdvisorsMarin County Financial AdvisorsMill Valley Financial AdvisorsDenver Financial AdvisorsOmaha Financial Advisors