At Callahan and Associates, we have a stable of specialists with a wide range of knowledge. We are located off of Kenwood Rd. in Cincinnati OH, opportunely placed to help you with your financial planning and asset management needs through LPL Financial.

Anything on your mind? Ask the advisor… Joe Callahan is more then happy to answer any of your financial planning questions free of charge! Feel free to use the form on the left and we will get back with you as soon as possible via email…

Some of the services that we offer are listed below, feel free to contact us with any questions:

• Retirement Account Management
• 401(K)’s, IRA’s, SEP’s and a variety of other types of accounts as well… We can take over and/or consolidate them for you as well
• Risk and Insurance Services
• List life, disability, long term care, medical and medicare supplement, property and casualty, risk analysis/coverage gaps
• College Education Planning
• Estate Planning
• Small Business Services