Murray has been my financial advisor for 30 years. His knowledge in his field and professionalism has been no more than amazing. He will get to know you as a person and understand all your needs and wants for your current financial situation and advise on the best path for your future. He keeps current in the business and continually advises when things change not only in the financial world but in your personal world. Whether it be investment advise, life insurance, or estate planning information you require, Murray truly does have a Wealth of information and advice!! This year, because of his constant guidance, I retired early. You will not be disappointed if you choose... read full review
February 2021
I have been consulting with Murray Callaghan of Callaghan Wealth Management for over 7 years. I originally went for advice about mortgage and retirement.However, Murray assisted me in being able to budget, find an excellent mortgage broker and to manage my finances for retirement.Murray went above and beyond in helping me adjust to my retirement and how to manage my cash flow in a manner that I could still enjoy many of my retirement goals.He is a very thoughtful, extremely knowledgeable, positive and respectful person. He works with integrity and is not afraid to give his opinion in a diplomatic and safe manner. He also has a great sense of humor.It is for these reasons... read full review
February 2021
Murray was my mother's financial guide from 2005 till her passing at age 91 in 2019. Murray earned my mother's trust; he was guided by her values and priorities and he explained thoroughly the basis for his financial advice. After her questions were satisfied with well informed and measured answers, she always made her own decisions and was never pressured by Murray. My mother's portfolio prospered in the 14 years working with Murray. When she was unable to make her way to his office he would make house calls. She always enjoyed his enthusiasm for his work and his zest for life.In the last years of my mother's life Murray prepared me for my role as... read full review
Murray has been my financial advisor for 30 years. His knowledge in his field and professionalism has been no more than amazing. He will get to know you as a person and understand all your needs and wants for your current financial situation and advise on the best path for your future. He keeps current in the business and continually advises when things change not only in the financial world but in your personal world. Whether it be investment advise, life insurance, or estate planning information you require, Murray truly does have a Wealth of information and advice!! This year, because of his constant guidance, I retired early. You will not be disappointed if you choose... read full review
I have been consulting with Murray Callaghan of Callaghan Wealth Management for over 7 years. I originally went for advice about mortgage and retirement.However, Murray assisted me in being able to budget, find an excellent mortgage broker and to manage my finances for retirement.Murray went above and beyond in helping me adjust to my retirement and how to manage my cash flow in a manner that I could still enjoy many of my retirement goals.He is a very thoughtful, extremely knowledgeable, positive and respectful person. He works with integrity and is not afraid to give his opinion in a diplomatic and safe manner. He also has a great sense of humor.It is for these reasons... read full review
Murray was my mother's financial guide from 2005 till her passing at age 91 in 2019. Murray earned my mother's trust; he was guided by her values and priorities and he explained thoroughly the basis for his financial advice. After her questions were satisfied with well informed and measured answers, she always made her own decisions and was never pressured by Murray. My mother's portfolio prospered in the 14 years working with Murray. When she was unable to make her way to his office he would make house calls. She always enjoyed his enthusiasm for his work and his zest for life.In the last years of my mother's life Murray prepared me for my role as... read full review