Colliefp

Email address and contacts

Colliefp company description

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.

• Employee count

  1

• Industry

  Investment Management

• Headquarters address

  One Town Square Blvd, Suite 206 NC Asheville

• Country

  United States of America

• Company website

  https://colliefp.com

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