Collier Financial

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

8055 E Tufts Ave Ste 650, Denver, Colora...

Phone Number

(303) 741-5040

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Collier Financial

Collier Financial specializes in providing financial planning and investment management services tailored specifically for retirees. The firm focuses on helping clients navigate the complexities of retirement, offering personalized strategies to enhance their financial and emotional well-being. With a commitment to a hands-on approach and a holistic understanding of the retiree market, Collier Financial aims to empower clients to make the most of their newfound freedom. Their services cater to a diverse range of individual situations, ensuring that each client receives the most appropriate resources and support.Explore more
Collier Financial's Social MediaPopular SearchesCollier FinancialCollier Associates Financial AdvisorsGo to CollierCollierCollier Assoc FinancialSIC Code 62,628NAICS Code 52,523Show more

Collier Financial Org Chart

PhoneEmail
Brandon Collier, President at Collier Financial
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Collier Financial

<$5M
1-10
Private
-
1998
$7.5M
11-50
Private
-
2021
LZ
Leigh ZhangChief Investment Officer
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
1998
SB
Stacy BraunManager, Operations
<$5M
11-50
Private
-
2006
SM
Shariq MoosaVice President, Digital Analytics
<$5M
1-10
Private
-
2020
MK
Matthew KrajniakCertified Financial Planner
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Company Profile Activity

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Among all Finance companies

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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

A closer look at the technologies used by Collier Financial

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Frequently Asked Questions Regarding Collier Financial

What is Collier Financial's official website?
Collier Financial's official website is www.gotocollier.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 1-10 employees
What industry does Collier Financial belong to?
Collier Financial is in the industry of: Finance, Securities Trading
What is Collier Financial competition?
Collier Financial top competitors include: Compass Financial Services, Chestnut Street Advisors, WealthSpring, The Krajniak Group
What technology does Collier Financial use?
Some of the popular technologies that Collier Financial uses are: Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Collier Financial?
Collier Financial contact info: Phone number: (303) 741-5040 Website: www.gotocollier.com
What does Collier Financial do?

Collier Financial specializes in providing financial planning and investment management services tailored specifically for retirees. The firm focuses on helping clients navigate the complexities of retirement, offering personalized strategies to enhance their financial and emotional well-being. With a commitment to a hands-on approach and a holisti... c understanding of the retiree market, Collier Financial aims to empower clients to make the most of their newfound freedom. Their services cater to a diverse range of individual situations, ensuring that each client receives the most appropriate resources and support.Read More

What are Collier Financial social media links?
Collier Financial Linkedin page Collier Financial Twitter 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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