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

☎️57958350

⏰ 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

Okay, here’s a comprehensive overview of Callahan Financial Planning | San Rafael Financial Advisors, formatted in

👍 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.