Collier Wealth Management Inc.

All the office staff at Collier Wealth Management are super friendly and helpful. Kevin is so knowledgeable and is kind and patient to listen to our concerns and questions and to answer and carefully explain everything to us. Thanks to his great help we are confident as we plan for our financial future.
Mar 21st, 2024

Collier Wealth Management has been my financial advice planner since 2017. Carolyn and I have known Kevin and his family long before he started handling our investments. That relationship provided the opportunity for us to know what type of person we were dealing with; an honest, professional financial planner that we call friend.
Mar 19th, 2024

I have been a client with Collier Wealth Management for a number of years and it has been a wonderful experience. Everyone there is extremely helpful and nice along with great management of my portfolio. I have had good returns and am very pleased with how the company operates.
Mar 19th, 2024

Kevin and his entire team are truly fantastic! Im always impressed with their knowledge, professionalism and customer service. They have and continue to be so helpful and accommodating. Especially when it takes me forever to complete a task! They are always there to help with everything from the little things - reviewing our homeowners insurance to sitting in on a call to take notes when we had to change a policy we had prior to working with them. To the big things - retirement, college funds, savings and investing. I highly recommend them regardless if youre local or in another state like myself. You wont be disappointed!!!
Mar 15th, 2024

We had a great experience working with Collier Wealth Management! They were prompt in their responses and clear in communication. Our conversations with Kevin were incredibly helpful! He was able to answer all of our questions, while giving us clear and easy to understand advice regarding finances, investments, and taxes. It was so evident that Kevin is pure in his desire to help with no ulterior motive. I am so happy we found them and I could not recommend them enough!
Mar 8th, 2024