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Business Profile

Financial Planning Consultants

Callahan Financial Planning Company

Headquarters

BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(402) 341-2000
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

About

Overview

Headquarters

Callahan Financial Planning Company

3157 Farnam St # 7111

Omaha, NE 68131-3553

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Callahan Financial Planning Company has 5 locations, listed below.

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    BBB Accredited Since: 12/11/2013

    Years in Business: 15

    BBB Accreditation & Rating

    Callahan Financial Planning Company is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

    About This Business

    Callahan Financial Planning is an independent fiduciary, fee-only financial advisor with offices in Nebraska (Omaha and Lincoln), California (San Francisco, San Rafael, and Mill Valley) and Colorado (Centennial and Denver).

    Products and Services

    This company is an independent financial planning and investment management company providing fee-only financial advisory services for individuals and families. Their services include financial planning for retirement, estate planning, investment advice, tax planning and preparation, and insurance needs.

    Photos and Videos

    Business Details

    Local BBB:
    BBB of Midwest Plains
    BBB File Opened:
    7/8/2010
    Business Started:
    2/3/2010
    Business Incorporated:
    2/3/2010
    Type of Entity:
    Corporation
    Business Management:
    Reuben J. Brauer, CFP, Vice President, Financial Planning

    Additional Contact Information

    Principal Contacts
    Reuben J. Brauer, CFP, Vice President, Financial Planning
    Customer Contacts
    Reuben J. Brauer, CFP, Vice President, Financial Planning
    Additional Phone Numbers
    Other Phone: (402) 474-1200
    Additional Websites
    Website 1
    Website 2
    Website 3
    Website 4
    Website 5
    Website 6
    Website 7
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Financial Planning Consultants, Tax Return Preparation, Financial Services, Tax Consultant, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Investment Management, Estate Planning and Management, Investment Security, Taxes, Annuities

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

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