Sachetta & Callahan

Finance · Massachusetts, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

600 Market St Ste 684, Lynnfield, Massac...

Phone Number

(781) 233-4138

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
1
1

About Sachetta & Callahan

Sachetta is a fee-only fiduciary advisory firm that specializes in wealth management services, including financial planning, investment management, tax planning and preparation, and risk management. The firm caters to clients such as quiet millionaires, busy professionals, Sandwich Gen X individuals, and those dealing with inheritance or estate matters. Their integrated approach ensures that clients receive comprehensive support without being handed off between different providers. Sachetta's advisors are committed to acting in the best interest of their clients, providing thoughtful advice and a clear process for achieving long-term financial goals.Explore more
Sachetta & Callahan's Social MediaPopular SearchesSachetta & Callahan LLCSachetta CallahanInfinite Wealth ManagementInfinite Wealth Management IncSachetta & CallahanSIC Code 62,628NAICS Code 52,523Show more

Sachetta & Callahan Org Chart

JF
United States flag for contact location.

Chief Executive Officer

PhoneEmail
MA
United States flag for contact location.

President & Chairman

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Sachetta & Callahan your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Sachetta & Callahan

Compare insights from companies similar to Sachetta & Callahan, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sachetta & Callahan

<$5M
11-50
Private
<$5M
1984
$5M
11-50
Private
<$5M
1967
DC
David CamarilloDirector, Advisory Services
<$5M
1-10
Private
-
1994
NW
Nora WilsonCfa Charterholder & Certified Financial Planner
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sachetta & Callahan financials insights

Gather financial insights about Sachetta & Callahan, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Sachetta & Callahan's Financials Insights

Sachetta & Callahan Tech Stack

A closer look at the technologies used by Sachetta & Callahan

Sachetta & Callahan News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Sachetta & Callahan

What is Sachetta & Callahan's official website?
Sachetta & Callahan's official website is www.sachetta.com
What is Sachetta & Callahan's Revenue?
Sachetta & Callahan's revenue is <$5 Million
What is Sachetta & Callahan's SIC code?
Sachetta & Callahan's SIC: 62,628
What is Sachetta & Callahan's NAICS code?
Sachetta & Callahan's NAICS: 52,523
How many employees does Sachetta & Callahan have?
Sachetta & Callahan has 11-50 employees
What industry does Sachetta & Callahan belong to?
Sachetta & Callahan is in the industry of: Finance, Securities Trading
What is Sachetta & Callahan competition?
Sachetta & Callahan top competitors include: Fountainhead Wealth, Radnor Financial Advisors, Smith Anglin Financial, H Papa & Associates
What technology does Sachetta & Callahan use?
Some of the popular technologies that Sachetta & Callahan uses are: Proofpoint, Barracuda Networks, Google Cloud Web Serving, Google Cloud Platform
How do I contact Sachetta & Callahan?
Sachetta & Callahan contact info: Phone number: (781) 233-4138 Website: www.sachetta.com
What does Sachetta & Callahan do?

Sachetta is a fee-only fiduciary advisory firm that specializes in wealth management services, including financial planning, investment management, tax planning and preparation, and risk management. The firm caters to clients such as quiet millionaires, busy professionals, Sandwich Gen X individuals, and those dealing with inheritance or estate mat... ters. Their integrated approach ensures that clients receive comprehensive support without being handed off between different providers. Sachetta's advisors are committed to acting in the best interest of their clients, providing thoughtful advice and a clear process for achieving long-term financial goals.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.