Callahan Financial Planning Company
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Investing, Tax Services, Financial AdvisingClosed8:00 AM - 3:00 PM
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5.0 (35 reviews)
12.1 miles away from Callahan Financial Planning Company
becca S. said"After a bad experience with an insurance company that works off of generic 1-800 numbers, I decided an insurance agent is the way to go. Sirak was super responsive and helpful in getting quotes, policy options, etc. I asked for a…"read more
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Sean W. said"We just moved to Marin and were looking for a new accountant after my old accountant made a $30,000 mistake on last year's taxes. We're two professionals with some rental income and we bought and sold property this year so our…"read more
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About the Business
Business owner information
William C.
Fee-only fiduciary financial planners for investment, retirement, tax, and estate planning. Federally registered investment advisor.
Location & Hours
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Marelyn V. said"I don't usually write reviews but wanted to say, Karla was very helpful and gave me no issues. She has good customer service skills and is bilingual. I heard her helping the person in front of me who spoke Spanish only. Not every…"read more
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Owen C. said"Taking a moment to write a more thorough review - at first I had thought that the cost of the 30 minute session seemed high, but based on all the positive Yelp reviews thought I would go for it. There was some back and forth about…"read more
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