Financial advisor · Fort Wayne, IN
Foster Financial Services
Holistic retirement and investment planning with a fiduciary focus
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Independent retirement and investment planning for families4509 Maplecrest Road (Fort Wayne, IN) , 315 E. Eisenhower Pkwy Suite 303 (Ann Arbor, MI), Fort Wayne, IN & Ann Arbor, MI, IN
Collier Financial is a family-owned independent financial firm that began in 1990 as Senior Benefits & Planning Services. The firm now works with retirees and working-age professionals on retirement planning, investment strategy, estate, insurance, and tax questions. Its advisers operate under a fiduciary standard of care and say they are not tied to any broker-dealer, insurance company, or national parent company.
Clients can request an appointment through the website or send questions online, and the firm says it answers those messages quickly. Collier Financial has offices in Fort Wayne, Indiana and Ann Arbor, Michigan, and the website lists a free library of articles, videos, and calculators. Its investment advisory services are offered through affiliated firm MariPau Wealth Management, LLC.
Holistic retirement and investment planning with a fiduciary focus
Long-term financial planning for successful families and business owners
Fee-only financial planning and wealth management since 1990
Listing your business here is free. Featured is $49 a month: