Services We Provide That Support This Process:
Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment advice and planning offered through WealthCor LLC, a registered investment advisor. WealthCor LLC and Callahan Financial are separate entities from LPL Financial.**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.