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

Callahan Financial Planning is a highly regarded financial services firm located in San Rafael, California. Established with the goal of providing comprehensive financial planning and advisory services, this company has quickly gained a reputation for excellence in the industry. With their office situated at 851 Irwin St #201A, San Rafael, CA 94901, and a phone number of 57958350, clients can easily reach out for expert guidance.

The team at Callahan Financial Planning specializes in a variety of financial services, including financial planning, consulting, and investment services. Financial planner, Financial consultant, Investment service, Tax preparation are the key areas they focus on, making them a one-stop solution for all your financial needs. The company is committed to providing personalized attention and tailored solutions to each of their clients, ensuring that their unique financial goals and objectives are met.

In addition to their expertise, Callahan Financial Planning is dedicated to creating a welcoming and inclusive environment for all clients. The office is wheelchair accessible, featuring an accessible entrance and parking lot, as well as a wheelchair-accessible restroom. The firm also takes pride in being LGBTQ+ friendly, demonstrating their commitment to diversity and equality.

To ensure the health and safety of their clients and staff, Callahan Financial Planning offers both online appointments and onsite services. It is recommended to make an appointment in advance, as this allows the team to better serve each client's specific needs and provide the highest level of attention and care.

With an impressive 5/5 average rating based on 1 review on Google My Business, Callahan Financial Planning has proven its dedication to excellence and client satisfaction. As one of the top financial advisors in San Rafael, this firm is well-equipped to help individuals and businesses achieve their financial goals through personalized planning and expert guidance.

👍 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.