Broker Check

Second Opinion Service

| March 12, 2018
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In this challenging economy, you may find yourself in a complex financial situation or may just be unhappy with the advice you are receiving from your financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.

Collier Wealth Management, Inc. approaches each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. Through our Second Opinion Service, you can enjoy a portion of this experience at no cost.

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LPL Tracking# 1-528381

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