About Callaway Financial Services
Your Trusted Partner in Wealth Management
At Callaway Financial Services, we understand that choosing an investment professional is a profoundly personal decision. It impacts you, your family, and even your employees. Opting for Callaway Financial Services means partnering with a team dedicated to serving you with integrity and excellence.
Financial Planning is pretty scary, isn’t it?
There is a sea of choices when it comes to financial planning. When you are in rough market waters and feeling alone and adrift in a vast ocean of risks, who can you turn to? All you want is to reach your financial goal (and to be able to sleep at night). So, how do you reach the financial harbor of your dreams – whether that is a small business, your kid’s education, or retiring in Costa Rica – without feeling like you’re sinking?
How about a little help? In fact, how about of lot of it? At Callaway Financial Services, we combine old-fashioned service with cutting-edge analytics. Our goal is to help you sail smoothly to your planned financial destination.
With 42 years in the business, we at Callaway Financial have decades of experience navigating people like you to their desired financial position. We not only take the time to talk to you; we take the time to listen to you as well.
But, therein again comes the sea of change. Times have dramatically changed since we began in business. Many of you do not want to talk to an advisor one-on-one. Therefore, we have altered our business to accommodate you. We have the tools for you to set your own path. We will be here to guide you in the event you need a life preserver or a tug boat to pull and steer you in the right direction.
Mission Statement
We blend the personalized service of a boutique firm with today’s top-notch technology. Our mission is to provide advanced guidance for your wealth, ensuring clear and precise financial management despite constant societal changes. We prioritize being available for you through various communication channels, including phone, in-person meetings, and digital platforms.
Our Philosophy
Vision Statement
Corey’s career in financial services began at age 18 when he went to work with his father in their insurance agency and pension administration company. While attending the University of North Texas and later The University of Texas at Arlington, he continued receiving extensive training in retirement plan consulting and administration.
By age 21, he was a securities broker, and at age 24, he was the top-producing first-year agent for a national financial services company. Corey established his own broker-dealer, Callaway Financial Services, Inc., in 2000. In the same year, he founded his investment advisory firm and insurance corporation.
In 2020, Corey changed his business model to 100% investment advisory and jettisoned his broker-dealer. His commitment to clients is put into practice daily as he sets his experience in motion to help them achieve their retirement dreams and find their money.
Active in the community, Corey is one of the founders and contributing writers of Arlington Today Magazine, a printed and online publication focused on local news and information. He is a former president of the Greater Arlington Lions Club (multiple years), a 32nd Degree Scottish Rite Mason, a member of the Moslah Shrine, the Arlington Masonic Lodge 438, the Arlington Business Professionals, the Professionals Serving Seniors, and an Ambassador for the Greater Arlington Chamber of Commerce. He is also a member of the Greater Arlington Chamber of Commerce Board of Directors and a past president of the Highlands Rotary Club.
He has served two Boy Scout Troops as Assistant Scoutmaster and Scout Master. He was also active in both of his nephew’s Cub Scout Packs. In 2015, he celebrated his son obtaining the rank of Eagle Scout, and in 2021, his oldest nephews’ Eagle rank and his youngest nephews’ Eagle rank in 2022. He was also involved in his daughter’s Girl Scout Troop.
An avid outdoorsman, Corey takes time to enjoy hunting, fishing, and camping. He lives in Arlington, Texas, with his wife, Kim, and two adult children.
Guiding Your Financial Future with Integrity and Personalized Care
I am a dedicated, trustworthy financial advisor committed to providing top-notch service and guidance. Focusing on independence and tailored solutions, I prioritize your long-term financial well-being. My approach is characterized by honesty, integrity, and a personal touch, ensuring you feel confident and supported in your financial journey.
As an Investment Advisor Representative, I stand for service excellence, leveraging every tool to provide an unmatched experience. My commitment lies in growing your wealth and securing your financial future. Honesty, integrity, and a focus on personalized solutions define my approach, ensuring trust and transparency in our partnership.
I am dedicated to offering top-notch guidance in Retirement Planning, Financial Planning, and Tax Planning. Focusing on tailored strategies, I help clients navigate options like IRAs, 401k plans, and more. My expertise extends to life insurance and amenities, ensuring your financial security and legacy. With honesty and a personalized approach, I prioritize your long-term financial well-being.
