Callahan Financial Planning

Finance · Nebraska, United States · 11-50 Employees

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Overview

Headquarters

233 S 13th St Ste 1100, Lincoln, Nebrask...

Phone Number

(415) 795-8350

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Callahan Financial Planning

Callahan Financial Planning is a fee-only registered investment advisor based in Omaha, NE. The firm serves individuals and families, typically close to retirement, who have some situational complexity and are seeking independent guidance relating to their investments, taxes, or estate planning.Explore more
Callahan Financial Planning's Social MediaPopular SearchesCallahan Financial Planning CoCallahan Financial PlanningCallahan Financial Planning - CoCallahan Financial Planning - CorpCallahan Financial Planning - DenverSIC Code 62,628NAICS Code 52,523Show more

Callahan Financial Planning Org Chart

PhoneEmail
Kevin Forristall, President at Callahan Financial Planning
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Callahan Financial Planni...

<$5M
11-50
Private
-
2010
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
Illustration of an envelope

Company Profile Activity

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Activity Insights

Callahan Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Callahan Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Callahan Financial Planning.

Callahan Financial Planning Tech Stack

A closer look at the technologies used by Callahan Financial Planning

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Frequently Asked Questions Regarding Callahan Financial Planning

What is Callahan Financial Planning's official website?
Callahan Financial Planning's official website is www.callahanplanning.com
What is Callahan Financial Planning's Revenue?
Callahan Financial Planning's revenue is <$5 Million
What is Callahan Financial Planning's SIC code?
Callahan Financial Planning's SIC: 62,628
What is Callahan Financial Planning's NAICS code?
Callahan Financial Planning's NAICS: 52,523
How many employees does Callahan Financial Planning have?
Callahan Financial Planning has 11-50 employees
What industry does Callahan Financial Planning belong to?
Callahan Financial Planning is in the industry of: Finance, Securities Trading
What is Callahan Financial Planning competition?
Callahan Financial Planning top competitors include: Kiely Capital Management, NestEggZone.com, Focus Financial Network, Horizons Wealth Management
What technology does Callahan Financial Planning use?
Some of the popular technologies that Callahan Financial Planning uses are: Stripe Checkout, Blackbaud, Google Remarketing, WordPress.org
How do I contact Callahan Financial Planning?
Callahan Financial Planning contact info: Phone number: (415) 795-8350 Website: www.callahanplanning.com
What does Callahan Financial Planning do?

Callahan Financial Planning is a fee-only registered investment advisor based in Omaha, NE. The firm serves individuals and families, typically close to retirement, who have some situational complexity and are seeking independent guidance relating to their investments, taxes, or estate planning.... Read More

What are Callahan Financial Planning social media links?
Callahan Financial Planning Linkedin page Callahan Financial Planning Twitter page Callahan Financial Planning Facebook page
Is Callahan Financial Planning a public company?
Callahan Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Callahan Financial Planning

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