Collie Financial Planning, Inc.

Investment Bank/Securities Brokerage - Asheville, NC, US

Collie Financial Planning, Inc. Employees
Mike Collie

Certified Financial Planner(tm), Accredited Investment Fiduciary(tm)

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Collie Financial Planning, Inc. Details

Collie Financial Planning, Inc. is a Fee-Only investment management and financial planning firm with offices in Asheville and Black Mountain, NC. As of 2016, Collie Financial Planning serves over 100 individual clients across the southeast, from Florida to West Virginia, while most clients reside in Western North Carolina. The firm manages roughly $40 million for these clients. Collie Financial Planning also offers Fiduciary advisory and management services to company retirement plans.

Collie Financial Planning, Inc. logo, Collie Financial Planning, Inc. contact details
Website: colliefp.com
Employees: < 5
HQ: 828-654-8830
Location: Asheville, NC, US
Revenue: 20 - 50 Million
Fee-Only Investment Management Retirement accumulation and distribution planning Education planning Biblically based advice Charitable counsel Comprehensive financial planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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