Caledonian Financial Inc

Caledonian Financial has been managing my immediate and extended family's retirement portfolio for years. They truly treat us like family. Highly recommended.
Oct 4th, 2021

If you’re unable to share the political views of the people in the office, you will find yourself cut off on Facebook so fast it will make your head spin, and they couldn’t wait to transfer my funds and close my account. I was even asked if I supported the Taliban, if you can imagine that. Which I don’t, just to make that clear. I find this unacceptable being that I thought financial institutions where supposed to remain impartial, politically. But that’s ok, I had been meaning to consolidate to my higher earning account elsewhere anyway, so it’s all good, just a bit creepy.
Oct 4th, 2021

I had the worst experience ever!!! I'm not originally from the area so idk alot about Columbia. I couldn't find a parking place to run a paper into the tag building. I parked in their area unknowingly. A woman told me it was for this establishment and boss could have me towed. I said I was sorry do you think it will be ok for me to just run into the tag building and right back?!? She said I won't tell anyone. Wasn't 2 min later I walk back and she had put a note on my car...TOW THIS ONE NOW! How 2 faced!!! All she had to say was it would be better to move instead of acting nice and trying to have me towed!! Guess they think they are better than other ppl and heartless. I hope no one else has to experience the undeserving rath of that woman like I did!!
Apr 28th, 2021

Excellent service and prompt attention to our Conservative needs and values. Thorough and proactive management with thoughtful historical consideration of market flow. Creative and well designed portfolios with attention to detail, and notably lower fees than competitors. A very ethical and honest group. This team has numerous investment portfolios designed to fit anyone’s needs, and has done exceptionally well for our family at large. We couldn’t be more pleased. Dr. Marian Gizzi-Haynes
Mar 23rd, 2019

I can't say enough good about Montee Sneed and the rest of the staff at Caledonian Financial. They genuinely care about your future and have your best interest at heart. Montee will sit with you and help you develop a workable financial plan for both long-term and short-term goals. I highly recommend them to anyone!
Oct 26th, 2018