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Business Profile

Retirement Planning Services

Collier Financial

Headquarters

BBB Accredited BusinessA+Rated by BBB
Visit Website(260) 493-3930Write a Review

About

Overview

Headquarters

Collier Financial

4509 Maplecrest Rd

Fort Wayne, IN 46835-3971

View Service Area
See Hours
Operating Hours
9:00 AM - 4:30 PM
9:00 AM - 4:30 PM
9:00 AM - 4:30 PM
9:00 AM - 4:30 PM
9:00 AM - 12:30 PM
Closed
Closed

Find a Location

Collier Financial has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    BBB Accreditation & Rating

    Collier Financial is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Retirement Planning & Wealth Management, Tax Efficient Strategies, Medicare Advantage/Supplements, Estate & Legacy Planning, Social Security analysis.

    BBB Accredited Since: 10/9/1997

    Years in Business: 36

    Products and Services

    This business offers Retirement and income planning, Insurance Service, Health Benefits, Life insurance Annuities.

    Photos and Videos

    • image description not provided by submitter

    Business Details

    Local BBB:
    BBB Serving Northern Indiana
    BBB File Opened:
    12/20/1994
    Business Started:
    9/8/1990
    Business Incorporated:
    12/8/2005
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Senior Benefits & Planning LLC
    Business Management:
    Mr. Rob Watson, COO

    Additional Contact Information

    Principal Contacts
    Mr. Rob Watson, COO
    Customer Contacts
    Mr. Rob Watson, COO
    Fax numbers
    Primary Fax: (260) 493-7808
    Additional Phone Numbers
    Other Phone: (888) 493-3930
    Additional Email Addresses
    Customer Service: Email this Business

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Retirement Planning Services, Financial Planning Consultants, Life Insurance, Financial Consultants, Estate Planning and Management, Medicare Supplements, Medicare, Strategic Planning Consultants, Annuities, Senior Insurance, Planning Consultants, Medicare Advantages, Wealth Management

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.