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Callahan Financial
- Financial Services
- Blue Ash, OH
About this business
For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future. Services We Provide That Support This Process: Financial Planning* for your specific needs Transition and Retirement Planning Asset Management* 401K, IRA, SEP, 403(b) and a variety of other accounts (start up, rollover and consolidation) Insurance and Risk Management College Education Planning and Solutions Senior Care / Parent Care Education and Strat... read more
Location details
9428 Kenwood Rd, Blue Ash, OH, 45242, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
What a great team! Always available for questions and always looking out for their client's best interests.
Callahan Financial has been my financial advisor for about five years. They are the third company I have used during my professional career and the best thus far. Joe and his team are trusted advisors that provide sound financial advice during different phases of life and I would highly recommend them.
I have been a customer of Callahan Financial for over 20 years. They have been an outstanding steward of my money for that period of time. I have not only received good growth of my investment portfolio, but they have also been able to protect my assets from the big drops that the market has experience several times during the last 20 years. I would highly recommend their services to anybody. Additionally, the people who work for Callahan Financial are very personable and will get to know you and your family personally. This... read more
The team at Callahan Financial is second to none. They are caring, engaged planners that are 100% focused on our long term goals and success. They treat us like family, not like clients. Our only regret, we did not discover them earlier!
Joe and his team are first class all the way!
Frequently asked questions about Callahan Financial
How is Callahan Financial rated?
Callahan Financial has a 4.4 star rating with 7 reviews.
When is Callahan Financial open?
Callahan Financial is closed now. It will open at 9:00 a.m.
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