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Callahan Financial Services Group, LLC

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United States

Founded in

2011 (14 Years)

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Get to know Callahan Financial Services Group, LLC

Callahan Financial Services Group, LLC is a registered investment adviser based in San Jose, California. Founded by William Callahan, the firm operates on a fee-only basis, acting as a fiduciary for its clients. They specialize in delivering comprehensive financial planning, investment management, retirement planning, and tax planning services tailored to the unique needs of professionals and families in Silicon Valley. Their mission is to provide personalized, objective financial guidance to help clients achieve their long-term financial goals.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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