Company Overview
- Headquarters
- 3157 Farnam St, Ste 7111, Omaha NE
- Website
- callahanplanning.com
- Phone
- (402) 341-****
- Employees
- 5
- Founded in
- 2010
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$10B
Who is Callahan Financial Planning Company
Callahan Financial Planning Company is a fee-only personal financial planning and investment management company based in Omaha, Nebraska. As an SEC-registered investment advisor, the company employs five individuals. Callahan Financial Planning provides comprehensive financial planning services for families, assisting them in preparing for retirement, managing their investment portfolios, and navigating complex financial matters. Their services encompass family office services, wealth management, tax preparation and planning, and estate planning. Callahan Financial Planning distinguishes itself by adhering to a fee-only model, meaning they do not receive commissions or other incentives from financial product sales. This structure ensures that their advice remains unbiased and always prioritizes the client's best interests. Additionally, client assets are held at an independent brokerage selected by the client, promoting transparency and control. For more information about Callahan Financial Planning Company and its services, visit their website at callahanplanning.com.
Callahan Financial Planning Company Industry Tags
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