“I had several 401ks with past employers and other investments that I wanted to consolidate at one place. I met with Kevin and he came up with a detailed plan for my investments. Kevin's office staff was very professional getting all of my accounts moved over to Collier Wealth Management.Kevin is trustworthy and has a thorough knowledge of investing along with years of experience. Whenever I meet with Kevin he explains how my investments are performing in an understandable and logical way, and if changes need to be made he explains his reasoning for the changes and how the changes will better meet my goals. It is also easy to reach Kevin with any questions and to schedule a meeting if necessary.”
Investing
Investing
Investing
Investing
Investing
“I had several 401ks with past employers and other investments that I wanted to consolidate at one place. I met with Kevin and he came up with a detailed plan for my investments. Kevin's office staff was very professional getting all of my accounts moved over to Collier Wealth Management.Kevin is trustworthy and has a thorough knowledge of investing along with years of experience. Whenever I meet with Kevin he explains how my investments are performing in an understandable and logical way, and if changes need to be made he explains his reasoning for the changes and how the changes will better meet my goals. It is also easy to reach Kevin with any questions and to schedule a meeting if necessary.”