Broker Check

Our Mission

How We Work

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

At Calland and Campbell Insurance and Campbell Financial, we are committed to helping you manage the risks that arise in everyday life, as well as helping you protect and grow your assets. We are guided by the highest standards of integrity and professionalism and as independent firms, we can provide recommendations that are aligned with your personal situation. We take a holistic approach to your financial planning by looking at the big picture and acting as a trusted resource along the way.

We take the time to get to know you on a personal level, build a relationship with you, and understand your needs. By developing these connections, we help you discover the right insurance and investments options. Throughout the process, we provide ongoing education and clarification so you can feel more knowledgeable and empowered in your decision making. Our job is to educate you on all the possibilities and make recommendations when you need it.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

Our History

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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