CALLAHAN FINANCIAL PLANNING

Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in Denver, Colorado... Our offices and financial advisors are located in Omaha, NE, Lincoln, NE, San Francisco, CA, San Rafael, CA, Mill Valley, CA, and Denver, CO. Callahan Financial Planning, as a separately identifiable division of TS Bank, has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage or financial institution selected by the client and investment advisor.

Also known as: Callahan

Primary location: Mill Valley United States