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

Address: 851 Irwin St #201A, San Rafael, CA 94901.
Phone: 57958350.

Specialties: Financial planner, Financial consultant, Investment service, Tax preparation.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, 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

⏰ 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 | San Rafael Financial Advisors

Si estás buscando a un experto en finanzas para ayudarte a planificar tu futuro financiero, Callahan Financial Planning | San Rafael Financial Advisors es una opción excelente. Con sede en 851 Irwin St #201A, San Rafael, CA 94901, esta empresa ofrece una gama de servicios personalizados para satisfacer tus necesidades financieras.

Servicios y Especialidades

Callahan Financial Planning | San Rafael Financial Advisors se especializa en:

Financial planner: Ayuda a crear un plan financiero personalizado para alcanzar tus objetivos.

Financial consultant: Ofrece consejos y recomendaciones para tomar decisiones informadas sobre tus finanzas.

Investment service: Ayuda a invertir tus fondos de manera segura y rentable.

Tax preparation: Prepara tus impostos para minimizar tus impuestos y maximizar tus ahorros.

Características y Comodidades

Al visitar Callahan Financial Planning | San Rafael Financial Advisors, podrás disfrutar de las siguientes comodidades:

Online appointments: Programa tus citas en línea para conveniencia y comodidad.

Onsite services: Recibe servicios personalizados en su ubicación.

Accesibilidad para personas con discapacidad: La entrada y el estacionamiento están diseñados para ser accesibles para personas con discapacidad.

Restrooms y baños accesibles: Disfruta de instalaciones limpias y accesibles.

Recomendaciones

Si estás buscando un experto en finanzas para ayudarte a planificar tu futuro financiero, Callahan Financial Planning | San Rafael Financial Advisors es una excelente opción. Su ubicación en San Rafael, CA 94901 la hace accesible para personas que viven en la zona.

Opiniones

Callahan Financial Planning | San Rafael Financial Advisors ha recibido 1 review en Google My Business, lo que sugiere una gran satisfacción de sus clientes. La media de opinión es de 5/5, lo que indica una excelente relación calidad-precio.

Información de Contacto

Teléfono: 579-583-50

Dirección: 851 Irwin St #201A, San Rafael, CA 94901

Si estás listo para planificar tu futuro financiero, no dudes en contactar a Callahan Financial Planning | San Rafael Financial Advisors. Su equipo de expertos en finanzas está aquí para ayudarte a alcanzar tus objetivos financieros.

👍 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.

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