Keywords: accounting,establishment,finance,point_of_interest

Collier Financial - Naples (FL)

Address: 🏡 4985 Tamiami Trl E, Naples, FL 34113
Phone : +1 (239) 774-7088
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJxVKcWpfj2ogRuHeNkRRT9lg

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    C E: One star is too high. At first they offer you a bunch of deals but it is all lies. I have been working with this institution for few years and in the beginning was in Miami the office in Hialeah Gardens and it was great, since aI was transferred to Naples brach they have declined 2 a personal loan, I have never missed a payment and always good, my credit is not bad. I wanted to stay with them but not anymore. Not recommended at all!
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    S C: I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.
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