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RIA Roundup: Prospera Adds 3 Firms with $539M in Combined Assets

CORRECTING and REPLACING OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

CORRECTING and REPLACING OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial
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Callahan Financial Planning Joining TS Prosperity Group

Callahan Financial Planning Joining TS Prosperity Group News provided by Share this article Share this article OMAHA, Neb., April 21, 2021 /PRNewswire/ Callahan Financial Planning, an independent, fee-only fiduciary financial advisory firm, has announced it will be merging its operations with TS Prosperity Group. This partnership will double the size of the combined businesses to an estimated $450 million in assets under management, and help the firms provide trustee services, enhanced tax planning, and improved technology to clients. Both organizations share the highest level of client care and integrity in financial services as fiduciaries. This form of relationship ensures conflicts of interest are mitigated and recommendations are always in the best interests of clients.

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