Callahan Financial
Date | Investors | Amount | Round |
---|---|---|---|
* | N/A | Growth Equity non VC | |
Total Funding | - |
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EditCallahan Financial, established in 1987, specializes in providing financial advocacy and collaborative problem-solving for families and small businesses. Operating as an independent firm, Callahan Financial is committed to offering complete objectivity and unbiased advice. The company assists clients in managing a range of personal finance challenges, from debt management and saving for college to retirement planning. Callahan Financial serves individuals and small business owners who seek expert guidance to navigate life's financial complexities. The firm operates in the financial services market, focusing on personalized financial planning and advisory services. Callahan Financial generates revenue through fees for financial planning, advisory services, and business valuation using the BizEquity software program. The firm's fiduciary approach ensures that they advocate for their clients' best interests, providing tailored solutions to meet their unique financial goals.
Keywords: financial advocacy, collaborative problem-solving, unbiased advice, personal finance, retirement planning, debt management, business valuation, fiduciary, financial planning, small businesses.