Callahan Financial Planning | San Rafael Financial Advisors
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 851 Irwin St #201A, San Rafael, CA 94901
- Phone
- (415) 795-8350
- Website
- Searching the web…
- County
- Marin County
Hours
- 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
About
Callahan Financial Planning | San Rafael Financial Advisors brings personal financial planning, investment guidance and tax preparation to San Rafael and families across Marin County. We take time to learn your goals and the lifestyle you hope to enjoy, so every plan is built around your life rather than a generic template.
Our approach is clear and patient, with plain-language explanations that help you feel at ease and confident in every decision. Clients who are approaching retirement tell us they appreciate the thoughtful questions we ask and the trust we earn with their hard-earned savings.
Our knowledgeable team stays on top of paperwork and follow-up questions, so nothing falls through the cracks.
Call or stop by to start a conversation about where you are today and where you want to be.
Our approach is clear and patient, with plain-language explanations that help you feel at ease and confident in every decision. Clients who are approaching retirement tell us they appreciate the thoughtful questions we ask and the trust we earn with their hard-earned savings.
Our knowledgeable team stays on top of paperwork and follow-up questions, so nothing falls through the cracks.
Call or stop by to start a conversation about where you are today and where you want to be.