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We help families to...
Create wealth icon

Create Wealth

We use a variety of techniques; including tax-free wealth accumulation, safe money investing, and a low volatility investment discipline that generates consistent returns.

Preserve wealth icon

Preserve Wealth

We’ll show you how to protect your wealth from medical bills and expensive nursing home care, and how to avoid excessive fees and taxation when you retire.

Share wealth icon

Share Wealth

We can help you chart a financial course that ensures that your loved ones and charities will derive the maximum benefit from your generosity.

We Are Collier Financial

Collier Financial is a name that represents the very family that supports our Clients. Since 1990, 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 four Fiduciary Investment Advisor Representatives, we are always looking out for your best interests.

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