Callahan Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

9428 Kenwood Rd, Blue Ash, Ohio, 45242, ...

Phone Number

(513) 421-0800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
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About Callahan Financial

Callahan Financial is an independent financial planning firm based in Cincinnati, Ohio, with over 30 years of experience serving families and small businesses. They offer a range of services including financial planning, retirement planning, asset management, insurance, and college education planning. The firm emphasizes an educational approach to demystify investing and wealth preservation while fostering long-lasting client relationships. Their commitment to unbiased advice ensures that clients receive objective financial advocacy tailored to their specific needs.Explore more
Callahan Financial's Social MediaPopular SearchesCallahan FinancialCallahan Financial ServicesCALLAHAN INVESTMENTS CorpCallahan & AssociatesCallahan AssociatesSIC Code 62,628NAICS Code 52,523Show more

Callahan Financial Org Chart

PhoneEmail
AV
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Director, Cfp of Financial Planning

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JC
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Director, Cfa, Cfp of Investments

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DK
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Callahan Financial

<$5M
1-10
Private
-
1994
AV
Albert VonderheideDirector, Cfp of Financial Planning
<$5M
1-10
Private
-
2011
SM
Scott McCaskillPresident & Certified Financial Planner
<$5M
1-10
Private
-
-
BR
Benjamin RomineFinancial Advisor
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2018
JS
Jeannie SamdaniFinancial Planner
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
-
MC
Michael CurleyFinancial Consultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Callahan Financial Tech Stack

A closer look at the technologies used by Callahan Financial

Callahan Financial News & Media

  • CORRECTING and REPLACING OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

    CINCINNATI--(BUSINESS WIRE)--Please replace the release with the following corrected version due to multiple revisions. The updated release reads: ONESEVEN, MERCHANT ALIGNS WITH CINCINNATI-BASED CALLAHAN FINANCIAL Strategic, collaborative partnership equips $200M RIA for next phase of growth OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, announced, in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment s
  • OneSeven and Merchant Align with Cincinnati-based Callahan Financial

    BEACHWOOD, Ohio, & CINCINNATI--(BUSINESS WIRE)--OneSeven, a trailblazing wealth management firm specializing in supporting advisors with life-changing opportunities, announced in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment signifies a strategic alliance to provide growth capital and innovative solutions for continued growth. Founded in 1987 by Joe Callahan, Callahan Financial offers advisory and brokerage services for small businesses
Read more news

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Frequently Asked Questions Regarding Callahan Financial

What is Callahan Financial's official website?
Callahan Financial's official website is www.callahancincy.com
What is Callahan Financial's Revenue?
Callahan Financial's revenue is <$5 Million
What is Callahan Financial's SIC code?
Callahan Financial's SIC: 62,628
What is Callahan Financial's NAICS code?
Callahan Financial's NAICS: 52,523
How many employees does Callahan Financial have?
Callahan Financial has 1-10 employees
What industry does Callahan Financial belong to?
Callahan Financial is in the industry of: Finance, Securities Trading
What is Callahan Financial competition?
Callahan Financial top competitors include: Focus Wealth Management, McCaskill Financial, Anchor Wealth Management, Wealthline Financial Advisors
What technology does Callahan Financial use?
Some of the popular technologies that Callahan Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Datadog
How do I contact Callahan Financial?
Callahan Financial contact info: Phone number: (513) 421-0800 Website: www.callahancincy.com
What does Callahan Financial do?

Callahan Financial is an independent financial planning firm based in Cincinnati, Ohio, with over 30 years of experience serving families and small businesses. They offer a range of services including financial planning, retirement planning, asset management, insurance, and college education planning. The firm emphasizes an educational approach to... demystify investing and wealth preservation while fostering long-lasting client relationships. Their commitment to unbiased advice ensures that clients receive objective financial advocacy tailored to their specific needs.Read More

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

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