Callahan Financial

(on kenwood road)
Financial and Investment Services in Cincinnati, OH
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

9428 Kenwood Road
Cincinnati, OH
45242

About

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**

Photos

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Latest

Build a door (knowledge/skill base) that makes it easy for opportunity to find you!
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear CALLAHANCINCY.COM Retirement Redefined
Tax time can be a good time to give your household budget a checkup. CALLAHANCINCY.COM Budget Check Up: Tax Time Is the Right Time
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps. CALLAHANCINCY.COM Building Your Legacy
All about adapting on the fly sometimes!
Does it make more sense to push back #retirement, or not to retire at all? CALLAHANCINCY.COM Should You Ever Retire?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax CALLAHANCINCY.COM How to Appeal Your Property Taxes
Business owners should consider a succession plan sooner rather than later. CALLAHANCINCY.COM Succeeding at Business Succession
Do you know how missing the best and worst market days might affect your #portfolio? CALLAHANCINCY.COM It Was the Best of Times, It Was the Worst of Times
Just takes a little effort!
Test your estate strategy knowledge with this short quiz. CALLAHANCINCY.COM Test Your Estate Strategy Knowledge
Weekly sign 😃 Callahan Financial Yesterday at 3:59 PM · Nothing like a good fire!
Nothing like a good fire!
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit CALLAHANCINCY.COM Countering Counterfeit Currency
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider. CALLAHANCINCY.COM To Buy or Not to Buy
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions. CALLAHANCINCY.COM Five Most Overlooked Tax Deductions
Sounds insurmountable unless we focus on 1 day at a time! May 2021 be filled with many Christmases! Merry Christmas to you and yours.
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas. CALLAHANCINCY.COM Creative Ways to Motivate Your Employees
Valuation is important for business succession, estate taxes andeven qualifying for a loan. CALLAHANCINCY.COM What is the Value of Your Business?
Where there's a will there's a way. Don't leave your estate unattended—update your documents. CALLAHANCINCY.COM Critical Estate Documents
Here are a few key factors to consider when naming an executor for your estate. CALLAHANCINCY.COM And the Executor Is
$100 not spent is more like $143. Intrigued? #taxes #saving CALLAHANCINCY.COM Stop Wasting Money
Even low inflation rates can impact your retirement outlook over time. CALLAHANCINCY.COM Inflation - Back to the Future
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement CALLAHANCINCY.COM Social Security Benefits: How Much Will I Receive
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money. CALLAHANCINCY.COM Budgeting After a Divorce
Be a "Doer" and your expectations just might be met!
Be the change.......
15-year vs. 30-year: know your refinancing options. CALLAHANCINCY.COM Lots of Variables with Fixed-Rate Mortgages
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. CALLAHANCINCY.COM Put It in a Letter
Children with special needs may need ongoing help after theirparents are gone. CALLAHANCINCY.COM 4 Steps to Protecting a Child with Disabilities
Is your glass half empty or half full?
Some simple, inexpensive energy-saving tips that may help you save money. CALLAHANCINCY.COM A Penny Saved is Two Pennies Earned
Test your estate strategy knowledge with this short quiz. CALLAHANCINCY.COM Test Your Estate Strategy Knowledge
Hope is a wonderful thing!
You’ll need to weigh several factors before retiring abroad. CALLAHANCINCY.COM Thinking of Retiring Abroad?
What can a fairy tale teach us about goal-setting success? Watch our video and find out. CALLAHANCINCY.COM Once Upon a Goal
A lesson from Stuart Smalley and SNL! :)
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax CALLAHANCINCY.COM What Do Your Taxes Pay For?
There are ways to protect your business in the event of your death or the death of a partner. CALLAHANCINCY.COM Insuring Your Business With a Buy/Sell Agreement
Hurry, start talking!
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options. CALLAHANCINCY.COM Financial Aid for Students 101
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar CALLAHANCINCY.COM Buying vs. Leasing a Car
What should you look for in a personal finance app? CALLAHANCINCY.COM What to Look for in Personal Finance Apps
Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today. CALLAHANCINCY.COM A New Way to Look at Your Bucket List
You can help ensure that losing your wallet doesn't turn into something bigger. CALLAHANCINCY.COM What to Do When You Lose Your Wallet
When the rules of the game change, tactics should follow in response to the new landscape. CALLAHANCINCY.COM Revising Estate Strategy Assumptions
Do you know how missing the best and worst market days might affect your #portfolio? CALLAHANCINCY.COM It Was the Best of Times, It Was the Worst of Times
Your #creditscore may impact what you pay for auto and home #insurance. CALLAHANCINCY.COM Does Your Credit Score Affect Your Insurance Rates?
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity CALLAHANCINCY.COM Important Birthdays Over 50
When was the last time you checked your credit score? #CreditScore CALLAHANCINCY.COM How Does Your Credit Score Compare?
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. CALLAHANCINCY.COM Put It in a Letter
We all know how good the warmth of the sun feels upon our body so how about spreading a little warmth on someone's soul!
Here are eight mistakes to avoid when #saving #retirement. CALLAHANCINCY.COM Eight Mistakes That Can Upend Your Retirement
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit CALLAHANCINCY.COM Red Flags for Tax Auditors
Let's focus on what we can do today! Acting today, improves your tomorrow! Matthew 6:34 “Therefore do not worry about tomorrow, for tomorrow will worry about itself. Each day has enough trouble of its own.”
Does your business have a retirement strategy that fits your short, long-term needs? CALLAHANCINCY.COM Choosing a Retirement Plan that Fits Your Business
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. CALLAHANCINCY.COM Tax Rules When Selling Your Home
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs. CALLAHANCINCY.COM Put It in a Letter
We all know how good the warmth of the sun feels upon our body so how about spreading a little warmth on someone's soul!
Maybe we can help....
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here: CALLAHANCINCY.COM Replacing Your Medicare Card
A home is the single largest financial commitment for most people. What mortgage fits you best? CALLAHANCINCY.COM Choosing a Mortgage
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit CALLAHANCINCY.COM Red Flags for Tax Auditors
Let's focus on what we can do today! Acting today, improves your tomorrow! Matthew 6:34 “Therefore do not worry about tomorrow, for tomorrow will worry about itself. Each day has enough trouble of its own.”
Does your business have a retirement strategy that fits your short, long-term needs? CALLAHANCINCY.COM Choosing a Retirement Plan that Fits Your Business
Ever heard of a Roth 401(k)? Would one be right for you? CALLAHANCINCY.COM What Is a Roth 401(k)?
Want to test your life insurance knowledge? Take our quiz and find out where you rank. CALLAHANCINCY.COM Test Your Life Insurance Knowledge
Maybe we can help....
Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here: CALLAHANCINCY.COM Replacing Your Medicare Card
A home is the single largest financial commitment for most people. What mortgage fits you best? CALLAHANCINCY.COM Choosing a Mortgage
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit CALLAHANCINCY.COM Red Flags for Tax Auditors
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview. CALLAHANCINCY.COM Understanding the SECURE Act
You’re the conductor of your 401k, IRA and taxable savings. CALLAHANCINCY.COM Orchestrating Your Retirement Accounts
Whether you recognize it or not, they already do!
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds CALLAHANCINCY.COM All Muni Bonds Are Not Created Equal
Ever heard of a Roth 401(k)? Would one be right for you? CALLAHANCINCY.COM What Is a Roth 401(k)?
Want to test your life insurance knowledge? Take our quiz and find out where you rank. CALLAHANCINCY.COM Test Your Life Insurance Knowledge
Being healthy may help your personal finances. CALLAHANCINCY.COM Putting a Price Tag On Your Health
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity CALLAHANCINCY.COM Important Birthdays Over 50
Spring always brings hope for the days ahead! What changes are in store for you this year?
Tax time can be a good time to give your household budget a checkup. CALLAHANCINCY.COM Budget Check Up: Tax Time Is the Right Time
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview. CALLAHANCINCY.COM Understanding the SECURE Act
You’re the conductor of your 401k, IRA and taxable savings. CALLAHANCINCY.COM Orchestrating Your Retirement Accounts

Information

Company name
Callahan Financial
Category
Financial and Investment Services

FAQs

  • What is the phone number for Callahan Financial in Cincinnati OH?
    You can reach them at: 513-421-0800. It’s best to call Callahan Financial during business hours.
  • What is the address for Callahan Financial on kenwood road in Cincinnati?
    Callahan Financial is located at this address: 9428 Kenwood Road Cincinnati, OH 45242.
  • What are Callahan Financial(Cincinnati, OH) store hours?
    Callahan Financial store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.