Cory Callahan Expands Heritage Financial Services into Lincoln
Heritage Financial Services (heritagefinservices.com) is excited to announce their expansion into the Lincoln business community! Locally lead by Financial Advisor Cory Callahan, Heritage currently has two Nebraska locations: 1010 S 120th St. in Omaha and 314 North 5th St. in Norfolk. As a positive resource in developing, implementing, and maintaining business or individual financial strategy, Heritage is eager to assist Lincoln customers with all their financial service needs.
Cory has over 17 years of training financial professionals, and he is determined to help families and small businesses understand their finances and set goals to help them prepare for a long, comfortable retirement and meet any financial goals that are important to them.
“I feel clients receive the best value by establishing an ongoing relationship that is based on trust and mutual respect,” said Cory. “I have seen or been through many of the challenges that are encountered at almost every stage of life. With my professional and real-world experience, I am well positioned to help you and your family uncover your financial goals and create a strategy to address your needs. Whether it’s growing assets for family needs such as college, retirement, estate planning, etc., or helping small businesses with business succession, employee retention, and retirement planning, my mission is to help my clients on their financial journey.”
Heritage Financial Services is committed to continually helping clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture. For more information, visit heritagefinservices.com or contact Cory Callahan directly at (402) 558-6860 / ccallhan@heritagefinservices.com.