Collier Financial

Collier Financial

Financial Services Fort Wayne, Indiana, United States 17 employees
Employees
17
Contacts
3
Emails
3
Phones
2

Collier Financial Overview

Headquarters
Fort Wayne, Indiana, United States
Industry
Financial Services
Employees
17
Founded
1990
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Collier Financial

Founded in 1990, Collier Financial is a full service investment advisory firm that educates clients on how to create, preserve, and share wealth. Our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life. Call or email today to request an appointment with a Collier Financial advisor.

Collier Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Collier Financial Org Chart

Sample employees and titles
Name Title Contact
Jonah Collier Vice President and Investment Advisor at Collier Financial
Email Phone
Gregory Collier, Cfp, Aif, Cpfa Raymond James
Email Phone
Rob Watson COO @ Collier Financial & Maripau Wealth Management
Email
Jonathan Mattis Associate Advisor at Collier Financial
View

Employees by Management Level

Executive 3 profiles
Individual contributor 3 profiles
Associate / junior 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 0
Executive 1 1 1
General 1 1 1

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