Callahan Financial

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 Strategies Trust Services**

Since 1987, our financial planning company has been offering comprehensive financial planning and wealth management to clients in Cincinnati, Ohio and surrounding areas. Our team of Certified Financial Planners and licensed financial advisors work with you in developing a financial plan that is unique to you and your circumstances. Contact us today to schedule your complimentary review and...

Since 1987, our financial planning company has been assisting individuals make smart choices with their money. We are supported by LPL Financial and are committed to providing you with accountable and professional services for every financial decision you need to make. Client focused, one of our financial advisors will sit down with you to create a customized financial plan to help achieve your...

Comprehensive Financial Planning

Asset Management

Retirement

Education Planning

Life Insurance

Risk Management

Joe Callahan - President/CEO Joe was born in Dayton, Ohio in 1963. His father died when he was 4 years old. His mother rais...ed him and his three sisters by herself. He learned many lessons very early in life about how fragile life is, how to survive, manage a household on a shoestring and work! He began Callahan & Associates in September of 1987 in a 1-room office downtown at Longworth Hall....