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Callahan Financial Planning Acquires Gary A. Dossick Financial Advisory to Expand in San Francisco
Friday 14 June 2019

14 June 2019 - Nebraska, US-based financial planning and investment management company Callahan Financial Planning Company, has acquired the assets of California, US-based financial advisory Gary A. Dossick and Associates, Inc. as part of an expansion in the San Francisco Bay area in Marin County, the company said.
Gary A. Dossick and Associates, Inc. clients will be served under an agreement between the two firms to ensure collaboration, continuity, and a seamless transition of investment management and tax preparation services to Callahan Financial Planning.
Callahan Financial Planning manages USD 125m in assets, prior to the inclusion of any new assets from this San Rafael, California acquisition.
Callahan Financial Planning company an independent fiduciary financial advisory firm providing services including investment management, retirement planning, tax planning and preparation, and estate planning to individuals and families.
Gary A. Dossick and Associates, Inc. serves the Bay area, providing investment management and tax preparation services.
Details
Date Published: 14/06/2019
Target: Gary A. Dossick and Associates, Inc
Country: USA
Sector: Banking/Financial Services
Type: Corporate acquisition
Status: Closed
Vendor:
Buyer: Callahan Financial Planning Company
Comment:
Terms of the deal were not disclosed

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