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Collier Financial

Fort Wayne, United States (US) · Finance and Banking

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#retirement planning

#assets under management

#investment advisory services

#life insurance

#annuity

#health insurance

#income planning

#tax planning

#wealth transfer

#legacy planning

Collier Financial is a trusted investment advisory firm based in Fort Wayne, Indiana, and Ann Arbor, Michigan.Founded in 1990, Collier Financial provides comprehensive financial planning services to individuals and families, helping them build a confident retirement and preserve their wealth.

Overview

Collier Financial is a trusted investment advisory firm based in Fort Wayne, Indiana, and Ann Arbor, Michigan.

Founded in 1990, Collier Financial provides comprehensive financial planning services to individuals and families, helping them build a confident retirement and preserve their wealth. We are an independent firm, committed to acting solely in our clients’ best interests, free from the constraints of corporate agendas.

Our team of experienced Investment Adviser Representatives operates under a fiduciary standard, offering personalized guidance across a wide range of financial needs, including retirement planning, estate planning, investment management, life insurance, and income planning. We prioritize building long-term relationships based on trust and transparency, ensuring our clients feel like a valued part of our family.

Collier Financial has a long history of serving the Indiana and Michigan communities, and we are dedicated to helping our clients achieve their financial goals and secure their future. We offer a range of services to meet diverse needs, from initial consultations to ongoing portfolio management.
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Contact Details

+1(260) 493-3930
info@collierfinancial.com

Fort Wayne, United States (US), 4509 Maplecrest Rd

+1

Founded

1990

Company Type

Private Limited Company

Employees

10-20

Categories

Finance
Financial Services

Keywords

#retirement planning

#assets under management

#investment advisory services

#life insurance

#annuity

#health insurance

#income planning

#tax planning

#wealth transfer

#legacy planning

Awards

• 2026 OpenSee all

Services

Default Product Image
Investment Advisory Services
Financial Services

We provide professional investment advice and portfolio management services to help you grow your wealth and achieve your financial objectives. Our approach is based on a thorough understanding of your needs and a commitment to delivering long-term results.

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