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Our Services_
Tai Chi Class
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Callahan & Callahan
Welcomes the opportunity to join the financial team of corporate and individual clients.
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Education Savings
An education savings plan can help make education more affordable for your family and your child. Starting early and having a plan that calls for periodic deposit is a good way to start. There are various saving options available. Let us work with you to assist you in determining the option(s) that is best for your family and your child.
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Retirement
It's important for clients to plan for retirement and establish retirement goals. Whether you're just starting to build your retirement savings or you're looking to generate income during retirement, we would like to be a part of your planning team.
Wealth Management
Dedicated to working with our clients to assist and establish strategies around their financial picture to help achieve their investment portfolio goals.
Products offered are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
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