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

Callahan Financial Planning, located at 851 Irwin St #201A, San Rafael, CA 94901, is a reputable financial advisory firm that offers a range of services to help clients achieve their financial goals. The firm, helmed by experienced professionals, specializes in financial planning, consulting, investment services, and tax preparation. With a strong focus on personalized attention and comprehensive financial solutions, this San Rafael-based firm has earned a stellar reputation in the industry.

One of the key features of Callahan Financial Planning is its commitment to accessibility. The firm offers online appointments and onsite services, ensuring that clients can receive top-notch financial advice regardless of their location or schedule. Furthermore, the office boasts a wheelchair accessible entrance, parking lot, and restroom, demonstrating the firm's dedication to accommodating clients with diverse needs.

In addition to its physical accessibility, Callahan Financial Planning is also known for its inclusive and welcoming atmosphere. The firm proudly identifies as LGBTQ+ friendly, making it an ideal choice for individuals and families seeking financial advice from a knowledgeable and understanding team.

While the firm has only received one review on Google My Business, the feedback provided is overwhelmingly positive, with a perfect 5 out of 5 stars rating. This glowing endorsement speaks volumes about the quality of service Callahan Financial Planning provides to its clients.

To schedule an appointment with Callahan Financial Planning, it is recommended to contact the firm directly at 57958350 or visit their website. By doing so, clients can take the first step towards securing their financial future with the help of experienced and compassionate financial experts.

👍 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.