Email address and contacts
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.
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