Caledonian Financial provides Financial Products and Services to individuals, families, and entrepreneurs. We specialize in Financial, Asset, and Risk Management in addition to Retirement and Estate Planning. We gladly work in conjunction with attorneys and tax professionals as a part of our client’s financial team. Every investor, whether seasoned or just beginning, receives our personal service and dedication.
The Red Ribbon
After the market crash in 1987, a friend came into my office and exclaimed “I can’t do this anymore. Would you please write down everything I’m supposed to do for my family’s financial future?”
Main Street Columbia's Uncorked Comes to Caledonian
Caledonian Financial hosted the Buck 6 Band during Main Street Columbia's Uncorked event in October. Attendees bought tickets and strolled from one downtown location to another, listening to music, sampling the wines and appetizers provided at each location.
What You Need to Know about myRAs
The myRA (rhymes with IRA) is a new workplace retirement savings account discussed by President Obama in the State of the Union Address...
Investment & Advisory
529 College Savings Plans
IRAs, Roth IRAs, SEP IRAs
Money Purchase and
Profit Sharing Plans
Advisors are happy to
assist in Elder Care
Planning and work with
other advisors to form
an advisory team.