Business ProfileforCallahan Financial Planning Company
At-a-glance
This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.
Related Categories
Overview
Products & Services
Business Details
- Location of This Business
- 75 Broadway Ste 202, San Francisco, CA 94111-1423
- BBB File Opened:
- 6/12/2019
- Years in Business:
- 14
- Business Started:
- 2/3/2010
- Business Incorporated:
- 2/3/2010
- Accredited Since:
- 6/14/2019
- 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.BBB records show a license number of William A. Callahan for this business, issued by Certified Financial Planner. The expiration date of this license is 7/1/2022.
These agencies may include:
Certified Financial Planner
1425 K Street, NW, Ste 500
Washington DC 20005
https://www.cfp.net/become/registerpg.asp?frmaction=bystate&st=California
BBB records show a license number of 00133727-EA for this business, issued by Internal Revenue Service. The expiration date of this license is 3/31/2022.These agencies may include:
Internal Revenue Service
P.O. Box 33968
Detroit MI 48232
Fax: (855) 8897959
https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information
- Type of Entity:
- Corporation
- Number of Employees:
- 7
- Related Businesses
- Business Management
- Mr. William A Callahan, RLP, CFA, CFP®, Company Contact
- Contact Information
Principal
- Mr. William A Callahan, RLP, CFA, CFP®, Company Contact
Customer Contact
- Mr. William A Callahan, RLP, CFA, CFP®, Company Contact
- Additional Contact Information
Email Addresses
- Sales
- Technical Support
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