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Callaway Financial Services

Arlington

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About Callaway Financial Services

WHEETLEY FINANCIAL SERVICES assists clients with financial planning, investment account management, and guidance during life transitions. With extensive experience in portfolio allocation and account transfers, the firm provides personalized financial solutions to help clients navigate complex financial matters.

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Families

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Homeowners

Reviewing wind, hail, deductible exposure, and dwelling coverage.

Life planners

Term life, health, and disability income planning.

What clients are saying

★★★★★

Corey helped me through some very tough times and was extremely capable of transferring accounts and retitling them upon my wife’s death. He is very experienced and took a load of work off my back.

Google reviewer

★★★★★

I have known Corey for many years through the Arlington Chamber of Commerce. I turned my accounts over to him years ago and he has done a great job for me. He talks of assisting damsels in distress, I was his Samsel in distress.

Google reviewer

★★★★★

I have known Corey for a long time and he has helped me with many great ideas regarding allocation of my investments.

Google reviewer

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About the agency

Agency type

Unknown

Contact & hours

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301 S Center St #420, Arlington, TX 76010, USA

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