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) 795-8350Website
www.callahanplanning.comRevenue
<$5 MillionIndustry
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 Org Chart
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Callahan Financial Planning News & Media
Callahan Financial Planning Opens Denver Metro Financial Advisory Office in Centennial, CO
DENVER, June 12, 2020 /PRNewswire/ -- Callahan Financial Planning, a fiduciary financial planning and investment advisory company, has announced the opening of an office with financial advisors in Centennial, CO. The office is located at 6500 S Quebec St, Centennial, CO 80111 in the...Callahan Financial Planning Statement for Racial Equity
SAN FRANCISCO and OMAHA, Neb., June 5, 2020 /PRNewswire/ -- "During a time of tremendous upheaval in our society, culture, and economy, we're also faced with a painful reminder of the racism still present here today," said William Callahan, founder and CEO of Callahan Financial Planning...Omaha Company Callahan Financial Planning Acquiring Assets of San Francisco Area Financial Advisory Firm
OMAHA, Neb., June 12, 2019 /PRNewswire/ -- Callahan Financial Planning Company, a personal financial planning and investment management company based in Omaha, NE, is pleased to announce its expansion in the San Francisco Bay area in Marin County with the acquisition of the assets of Gary ...Callahan Financial Planning Welcomes Clients of Gary A. Dossick & Associates in San Rafael, CA
SAN RAFAEL, Calif.--(BUSINESS WIRE)--#FeeOnly--Callahan Financial Planning Company, an independent financial planning and investment management company, is pleased to announce its expansion in the San Francisco Bay area in Marin County with clients of Gary A. Dossick & Associates expected to join Callahan Financial Planning. Gary A. Dossick & Associates, Inc. clients will be served under an agreement between the two firms to ensure collaboration, continuity, and a seamless transition of
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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
