Callahan Financial Planning | San Rafael Financial Advisors - San Rafael, California

Callahan Financial Planning | San Rafael Financial Advisors

Callahan Financial Planning is a well-regarded financial advisory firm located in San Rafael, California. With a strong focus on providing personalized financial planning solutions, they strive to help their clients achieve their long-term financial goals. Their expert team offers a wide range of services, including financial planning, investment services, and tax preparation.

Location and Contact Information:

Address: 851 Irwin St #201A, San Rafael, CA 94901, United States

Phone: 4157958350

Website: (Not available)

Specialties: Financial planner, Financial consultant, Investment service, Tax preparation

Other Points of Interest:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom
• LGBTQ+ friendly
• Appointment required
• Appointments recommended

Reviews and Opinions:

This company has 1 review on Google My Business.

Average Opinion: 5/5.

Callahan Financial Planning has earned a solid reputation for delivering top-notch financial planning services to their clients. Their commitment to personalized attention and extensive expertise in various financial areas sets them apart in the industry. With a convenient location in San Rafael and a range of accessible facilities, they make it easy for clients to seek guidance and support in achieving their financial objectives.

If you are looking for a reliable and knowledgeable financial advisor in San Rafael, Callahan Financial Planning is definitely worth considering. Their specialized services, combined with their dedication to client satisfaction, make them a strong choice for anyone seeking to enhance their financial well-being.

👍 Reviews of Callahan Financial Planning | San Rafael Financial Advisors

Jeff F.

5/5

My wife and myself are approaching retirement and wanted to find someone who we felt understood our financial situation but also someone who we could trust with our hard earned investments. Once we started to talk with William Callahan, we knew almost immediately he was the right choice. He asked many questions about our goals and our expectations of what kind of lifestyle we wanted to enjoy. He made us feel at ease and comfortable with his clear explanations and impressive insights. In addition, his personable and knowledgeable staff follows up with all paperwork and questions in a timely and professional manner, they are a true asset. Mr. Callahan and team has made our whole retirement transition manageable, and given us the confidence to retire comfortably and to achieve our goals.