For Individuals


Manage Risks... Easily!

We are all busy in our personal lives. Work and our day-to-day activities consume all of our thinking to only be focused on the present. Tragic things can happen to anybody but planning ahead for our retirement and managing risks in our daily lives will give us control and feel at ease knowing that we can overcome those difficult times.
At Calla Financial Services, we are specialized in personal wealth, insurance, and retirement management, and you are at the center of all we do.

Note to our Clients | COVID-19 ANNOUNCEMENT

Dear Clients, As we continue to monitor the rapidly evolving situation of COVID-19, we have taken precautionary actions to keep our employees safe. Our team is working at full capacity from home, continuing to service your needs & queries. Our goals and philosophy to support you have not changed. We are your partner & we will continue to provide you with the answers & resources you need, and a positive experience during these difficult times. If you need assistance, please make sure to reach your servicing advisor directly or email us from our "Contact" page. Thank you for your continued support. We are thinking of you are remaining strong and resilient during these challenging days. Nick & Ida Calla and Calla Financial Services Team