Announcements
July 2025
Our Annual Client Golf Outing will be held on Monday, August 11th at NCR Country Club. Please RSVP with Sara Gallagher, Sr. Marketing Associate, via email at sara.gallagher@wfafinet.com. As always, we welcome clients to bring one guest. Please see the invitation below for more information.
2025 Annual Client Golf Outing Invitation
January 2025
We are pleased to announce that the Callahan Financial Management Group, LLC was recently listed as a Forbes 2025 Best-in-State Wealth Management Team.
We are sincerely grateful for the relationships we’ve built with our clients and we recognize the vital role you play in achieving milestones like this. For that, we say “thank you.” We believe this accolade not only reflects our commitment to you, but it also highlights our dedication to one another as a team. This is imperative in our mission to provide you with excellent service and care.
We truly appreciate the opportunity you’ve given us to continue working for you and your family.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
June 2024
Mark your calendars! Our Annual Client Golf Outing this year will be held on Monday, August 5th at NCR Country Club. Please see the invitation below and let us know if you would like to join.
2024 Annual Golf Outing Invitation
February 2024
We are pleased to announce that Callahan Financial Management Group, LLC was recognized on the Forbes 2024 Best-in-State Wealth Management Team List. We sincerely appreciate the opportunity to serve our clients' wealth management needs along with the trust they place in our team to help them pursue their short- and long-term investment goals.
* 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
September 2023
We are excited to announce that Corey Callahan, CFP® and Financial Advisor, has been recognized as a 2023 Forbes Top Next-Gen Wealth Advisor Best-In-State.
In response Corey shared the following, “I believe that two of the most valuable things I can offer a client are perspective and clarity. With that said, I hope my clients see this recognition as a reflection of my ongoing commitment to always putting their best interests first. I take pride in my commitment to them and I sincerely appreciate the opportunity to provide them with trusted financial advice.”
To see the full announcement, please visit: Best-In-State Next-Gen Wealth Advisors 2023 (forbes.com)