Callahan Financial Planning | Denver Financial Advisors

Feb 2021

I can't say enough about Callahan Planning! Simply put...excellent! They are a small and growing office of extremely intelligent, client focused fiduciary advisors that have worked passionately managing our personal assets and thus have made good things happen. William, Reuben, Allison, and their fellow advisors have been working with us the past 6 years, and we couldn't be more pleased with their professionalism, their ethics, their services and tools offered, their warmth and friendliness, their financial advise, and their portfolio management. Love that they are always 'available' via phone or email, are proactive vs. reactive, pay attention, and have always been extremely responsive to our needs even when we hit them mid Dec with things that need to be completed before year end. They have served us so well not only as financial advisors, but by getting to really know us we have enjoyed an additional bonus of some life coaching advise as well. They steer the ship well and have kept us level headed during fluctuating financial times. We actually look forward to and enjoy our one on one consultations. Selecting Callahan Financial has given us the expertise and knowledge of a team of 5 to 6 savvy advisors that know us personally, study our portfolio together, manage our assets as a team, and base decisions on what is best for us. I can't recommend them enough! Started in Omaha, they have an office in Denver as well with Reuben managing the Denver office. I am confident if you give them a call you will not be disappointed, and will feel blessed that you found such a great, trustworthy team to help manage your assets.