Collier Financial

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

4509 Maplecrest Rd, Fort Wayne, Indiana,...

Phone Number

(260) 493-3930

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
1
1

About Collier Financial

Collier Financial is a family-owned financial services firm based in Fort Wayne, Indiana, and Ann Arbor, Michigan, established in 1990. The company offers a range of services, including retirement planning, investment strategies, insurance solutions, and lifestyle financial management, all adhering to a fiduciary standard of care. Targeting urban professionals and individuals seeking financial independence, Collier Financial aims to construct personalized life strategies that empower clients to achieve their financial goals. With a team of dedicated Investment Adviser Representatives and administrative staff, they are committed to building lasting relationships and fostering a confident retirement for their clients.Explore more
Collier Financial's Social MediaPopular SearchesCollier FinancialCollier Financial IncCollins Financial StrategiesCollierfinancialCollier Finance LtdSIC Code 62,628NAICS Code 52,523Show more

Collier Financial Org Chart

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Robert Watson, Chief Operating Officer at Collier Financial
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Chief Operating Officer

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DW
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Manager, Business Support

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Collier Financial

<$5M
11-50
Private
-
1990
Robert Watson, Chief Operating Officer at Collier Financial
Robert WatsonChief Operating Officer
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2012
HS
Heidi StabbengerBranch Manager
<$5M
1-10
Private
-
2019
LJ
Lisa JacksonCo-Founder & Financial, Cpa Advisor
<$5M
1-10
Private
-
2016
ST
Savannah ThomasSocial Media Strategist
<$5M
1-10
Private
-
-
DW
Diedra WilliamsClient Relationship Manager
<$5M
1-10
Private
-
1987
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Collier Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Collier Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Collier Financial.

Collier Financial Tech Stack

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Frequently Asked Questions Regarding Collier Financial

What is Collier Financial's official website?
Collier Financial's official website is www.collierfinancial.com
What is Collier Financial's Revenue?
Collier Financial's revenue is <$5 Million
What is Collier Financial's SIC code?
Collier Financial's SIC: 62,628
What is Collier Financial's NAICS code?
Collier Financial's NAICS: 52,523
How many employees does Collier Financial have?
Collier Financial has 11-50 employees
What industry does Collier Financial belong to?
Collier Financial is in the industry of: Finance, Insurance, Securities Trading
What is Collier Financial competition?
Collier Financial top competitors include: Spencers Financial, Intentional Wealth Solutions, Logic Wealth Strategies, Zircon Financial Services
What technology does Collier Financial use?
Some of the popular technologies that Collier Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, BBB For Businesses, Microsoft 365
How do I contact Collier Financial?
Collier Financial contact info: Phone number: (260) 493-3930 Website: www.collierfinancial.com
What does Collier Financial do?

Collier Financial is a family-owned financial services firm based in Fort Wayne, Indiana, and Ann Arbor, Michigan, established in 1990. The company offers a range of services, including retirement planning, investment strategies, insurance solutions, and lifestyle financial management, all adhering to a fiduciary standard of care. Targeting urban p... rofessionals and individuals seeking financial independence, Collier Financial aims to construct personalized life strategies that empower clients to achieve their financial goals. With a team of dedicated Investment Adviser Representatives and administrative staff, they are committed to building lasting relationships and fostering a confident retirement for their clients.Read More

What are Collier Financial social media links?
Collier Financial Linkedin page Collier Financial Facebook page
Is Collier Financial a public company?
Collier Financial is private company therefore does not currently have an official ticker symbol
See more information about Collier Financial

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