CALLAN AND LINDAHL WEALTH MANAGEMENT

Callan and Lindahl Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal level of service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability in the pursuit of achieving financial independence... Callan and Lindahl Wealth Management is an independent, comprehensive financial services and tax planning firm committed to helping our clients pursue their goals through objective, customized strategies to help build, protect, distribute and transfer our clients' wealth... We believe it is critical to align our clients' financial goals (educational, retirement, legacy, etc) to our clients' financial plans.

Primary location: San Jose United States