Callahan Financial Planning Company

  • Investment Bank/Securities Brokerage
  • Omaha NE
  • 5 employees
  • Investment Management
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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
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Financials & Stats

Revenue

$10B

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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

Fee-Only and Conflict Free
Investment Management
Personal Financial Planning
Fiduciary Financial Advisors
San Francisco Financial Advisors
San Rafael Financial Advisors
Marin County Financial Advisors
Mill Valley Financial Advisors
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Companies Similar to Callahan Financial Planning Company

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10M Santa Monica, CA 2012
10M 4 New York, NY 2015
10M 14 Freiburg, CA 2010
10M 11 2013
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FAQ

What is the location of Callahan Financial Planning Company's headquarters?
The headquarters of Callahan Financial Planning Company are situated at 3157 Farnam St, Ste 7111, Omaha NE
What is Callahan Financial Planning Company's phone number?
Callahan Financial Planning Company's contact number is (402) 341-****.
What is Callahan Financial Planning Company's official website?
The official website of Callahan Financial Planning Company can be found at callahanplanning.com.
What is Callahan Financial Planning Company's current revenue?
As of June 2020, Callahan Financial Planning Company's annual revenue reached $10B.
How many employees does Callahan Financial Planning Company currently have?
Callahan Financial Planning Company employs approximately 5+ people as of June 2020
Which industries is Callahan Financial Planning Company primarily operating in?
Callahan Financial Planning Company operates in the following industries: Investment Management
What are Callahan Financial Planning Company's industry tags?
Callahan Financial Planning Company's industry tags include: Fee-Only and Conflict Free, Investment Management, Personal Financial Planning
When was Callahan Financial Planning Company founded?
Callahan Financial Planning Company was founded in 2010.