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

Address: 851 Irwin St #201A, San Rafael, CA 94901, United States.
Phone: 4157958350.

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, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Callahan Financial Planning | San Rafael Financial Advisors

Callahan Financial Planning | San Rafael Financial Advisors 851 Irwin St #201A, San Rafael, CA 94901, United States

⏰ Open Hours of Callahan Financial Planning | San Rafael Financial Advisors

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Callahan Financial Planning es una empresa de asesoramiento financiero con sede en San Rafael, California, cuya dirección es 851 Irwin St #201A, San Rafael, CA 94901, Estados Unidos. Pueden contactarse por teléfono en 415-795-8350.

Esta empresa ofrece servicios de planificación financiera, asesoramiento financiero, servicios de inversión y preparación de declaraciones de impuestos. Los clientes pueden agendar citas en línea o en persona, y la empresa cuenta con instalaciones accesibles para personas con discapacidad.

Algunas características y servicios destacados de Callahan Financial Planning incluyen:

  • Planificación financiera
  • Asesoramiento financiero
  • Servicios de inversión
  • Preparación de declaraciones de impuestos

Además, la empresa cuenta con instalaciones accesibles para personas con discapacidad, lo que la hace una opción atractiva para aquellos que buscan servicios financieros en un entorno inclusivo.

En cuanto a la opinión pública, Callahan Financial Planning tiene 1 reseña en Google My Business con una calificación promedio de 5/5 estrellas.

En resumen, Callahan Financial Planning es una empresa de asesoramiento financiero con sede en San Rafael, California, que ofrece una variedad de servicios financieros y cuenta con instalaciones accesibles para personas con discapacidad.

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
  • Toilet
  • LGBTQ+ friendly
  • Appointment required
  • Appointments recommended

Keywords: Financial planning, San Rafael, Financial advisors, Investment services, Tax preparation.

Word count: 396

Quality score: 8

Has HTML tags: true

Language used: English

👍 Reviews of Callahan Financial Planning | San Rafael Financial Advisors

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

Go up