Sachetta Callahan is a full-service wealth and tax advisory firm based in Lynnfield, Massachusetts. We offer comfortable, holistic financial services that support who you are and where you want to be.
Sachetta Callahan offers the full spectrum of financial services, including financial planning, portfolio management, insurance, and tax planning & preparation, to individuals, families and businesses in Massachusetts. The benefits of working with us include:
- We understand the full picture of our clients’ financial situations, ensuring more comprehensive recommendations. Here, your financial planner and your accountant are already working together on your behalf.
- Down-to-earth advisors who listen well and can explain things in easy-to-understand terms.
- Our strong sense of who we are, and our understanding and acceptance of each of our clients.
At Sachetta Callahan, we provide you with long-range planning for life’s road ahead.
If you would like to learn more about our talented staff of advisors, accountants, bookkeepers, and administrators, click here