Services Offered
Retirement Planning
Customized strategies to help you retire comfortably and achieve your long-term financial dreams.
Investment Management
Personalized investment options and portfolio management based on your goals and risk tolerance.
Financial Education Classes
Educational sessions for individuals and groups, covering topics from basic savings to advanced investing.
Financial Goal Analysis
In-depth discussions to understand and plan for your specific financial objectives at any life stage.
Wealth Management
Comprehensive services to grow and protect your assets with transparent, family-oriented support.
Reviews
5(5 reviews)
Rating Distribution
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5
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3
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2
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Holli Murphy
via Google
9 months ago
Collier Financial is always so helpful! No matter what stage of life you’re in, they share their knowledge and make the investment experience pleasant.
T
Twila Robinsonvia Google
10 months ago
A great group to work with. After meeting with them to help our 4000+ members, they put together a class to educate and offer assistance to them. It didn’t matter if they were just starting or had been saving for a while. I appreciate them for taking the time t9 answer questions. Thank you Collier Financial!
B
Beth Garstkavia Google
over 1 year ago
Two thumbs up for Tom Stricker with Collier Financial. He took the time to understand and discuss our financial goals. With Tom's help, we've been able to retire comfortably and see our dreams come true. We also enjoy working with the friendly staff.
R
Ryan Borchersvia Google
almost 2 years ago
Collier Financial has been great to work with. Their team took the time to understand our financial goals, and offered various investment options based on our discussions. The staff is very friendly and transparent.
E
Edna Bassettvia Google
almost 2 years ago
I feel that Collier Financial always has my best interest. They make you feel like you are part of their family, and I am very honored to be part of their team. I appreciate everything that they do for our finances and keeping me up-to-date on what I need to know about my money. I am grateful that we found them and that we have someone that we can trust with our money.
