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

Callahan Financial Planning, located in San Rafael, California, is a reputable financial advisory firm that offers a range of services to help individuals and families manage their financial affairs. The company's address is 851 Irwin St #201A, San Rafael, CA 94901, United States.

The team at Callahan Financial Planning consists of experienced financial planners, consultants, and investment professionals who are dedicated to providing personalized and comprehensive financial solutions. Their specialties include financial planning, investment services, and tax preparation.

One of the key features of Callahan Financial Planning is their commitment to accessibility. The company's office is fully wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. They also offer on-site services and online appointments, making it easy and convenient for clients to meet with their advisors.

Callahan Financial Planning is also proud to be an LGBTQ+ friendly business, and they welcome clients of all backgrounds and identities. Appointments are required, and they recommend scheduling in advance to ensure that you can meet with the advisor who best suits your needs.

The company has received excellent reviews from their clients, with an average rating of 5/5 on Google My Business. This is a testament to their expertise, professionalism, and dedication to providing exceptional service.

If you are looking for a financial advisor in the San Rafael area, Callahan Financial Planning is an excellent choice. Their team of experienced professionals, accessibility features, and commitment to inclusivity make them a standout in the industry.

To learn more about Callahan Financial Planning and the services they offer, we recommend visiting their website at https://callahanplanning.com/. From there, you can schedule an appointment with one of their advisors and take the first step toward achieving your financial goals.

Reviews of Callahan Financial Planning | San Rafael Financial Advisors

Jeff Figone

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.