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
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.
Contact Details
Fort Wayne, United States (US), 4509 Maplecrest Rd
+1
Founded
1990
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#retirement planning
#assets under management
#investment advisory services
#life insurance
#annuity
#health insurance
#income planning
#tax planning
#wealth transfer
#legacy planning
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