Sachetta & Callahan, LLC
Sachetta & Callahan, LLC (CRD# 145713) is a financial advisory firm headquartered in Lynnfield, MA. They manage $145,259,624 in 1,033 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts1,033ACCOUNTS
Average Account Value$140,619
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH, TX
Michael Callahan (CRD# 4649835) is an Investment Advisor Representative working at Sachetta & Callahan, LLC in Lynnfield, MA and has over 12 years of experience in the finance industry.
Joseph Sachetta (CRD# 4866579) is an Investment Advisor Representative working at Sachetta & Callahan, LLC in Lynnfield, MA and has 1 year of experience in the finance industry. Joseph Sachetta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.