Reviews of Callaghan Wealth Management (Bank)

Anita Brochocka

I have been consulting with Murray Callaghan of Callaghan Wealth Management for over 7 years. I originally went for advice about mortgage and retirement. However, Murray assisted me in being able to budget, find an excellent mortgage broker and to manage my finances for retirement. Murray went above and beyond in helping me adjust to my retirement and how to manage my cash flow in a manner that I could still enjoy many of my retirement goals. He is a very thoughtful, extremely knowledgeable, positive and respectful person. He works with integrity and is not afraid to give his opinion in a diplomatic and safe manner. He also has a great sense of humor. It is for these reasons that I have trusted and contacted Murray over the years and he has always been supportive. I have absolutely no hesitation in recommending Murray as a financial advisor or for any queries you may have regarding your finances. I know for certain I would not have managed as well if it were not for Murray and Callaghan Wealth Management Marian P.

Marian Paterson

Murray has been my financial advisor for 30 years. His knowledge in his field and professionalism has been no more than amazing. He will get to know you as a person and understand all your needs and wants for your current financial situation and advise on the best path for your future. He keeps current in the business and continually advises when things change not only in the financial world but in your personal world. Whether it be investment advise, life insurance, or estate planning information you require, Murray truly does have a Wealth of information and advice!! This year, because of his constant guidance, I retired early. You will not be disappointed if you choose Callaghan Wealth Management.

kathy Ngo-Gorst

My wife Patti and I have been with Murray since 2003. We have been very happy with Murray's style of a calm, insightful, no pressure approach to financial planning. We never felt rushed or pressured into making a decision. Only when we have a full understanding of an issue and Murray has answered our questions and explained all of the details do we make a decision to endorse a recommendation. Murray works very hard to make sure we understand our financial future and what it takes to achieve our goals. We highly recommend Callaghan Wealth Management.

Kristi Stormo

Murray was my mother's financial guide from 2005 till her passing at age 91 in 2019. Murray earned my mother's trust; he was guided by her values and priorities and he explained thoroughly the basis for his financial advice. After her questions were satisfied with well informed and measured answers, she always made her own decisions and was never pressured by Murray. My mother's portfolio prospered in the 14 years working with Murray. When she was unable to make her way to his office he would make house calls. She always enjoyed his enthusiasm for his work and his zest for life. In the last years of my mother's life Murray prepared me for my role as my mother's executor. I have found this guidance very reassuring. Now Murray is my financial planner and I look forward to a fruitful collaboration.

Don Poty

Ray and I have know Murray for over 40 years. We decided to trust him with our financial planning since 2005. Murray always takes his time when going through the investments we have made. He pays attention to small details and is calm and methodical when going over our file. We always walk away from his office with insight and all our questions answered. If we were unable to see him during his working hours he would stop in to see us on his way home. I would definitely recommend Murray.