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Gathering insights about Collie Financial Planning, Inc.

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Collie Financial Planning, Inc. Tech Stack

Collie Financial Planning, Inc. uses 8 technology products and services including Amazon Web Services, cdnjs, Drupal, and more. Explore Collie Financial Planning, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • cdnjs
    Content Delivery Network
  • Drupal
    Content Management System
  • Google Fonts API
    Font Scripts
  • hCaptcha
    Security
  • YouTube
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • AddToAny
    Widgets

Media & News

Collie Financial Planning, Inc.'s Email Address Formats

Collie Financial Planning, Inc. uses at least 1 format(s):
Collie Financial Planning, Inc. Email FormatsExamplePercentage
FLast@colliefp.comJDoe@colliefp.com
50%
FLast@colliefp.comJDoe@colliefp.com
50%

Frequently Asked Questions

What is Collie Financial Planning, Inc.'s phone number?

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You can contact Collie Financial Planning, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Collie Financial Planning, Inc.'s official website and social media links?

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Collie Financial Planning, Inc.'s official website is colliefp.com and has social profiles on LinkedIn.

How much revenue does Collie Financial Planning, Inc. generate?

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As of December 2025, Collie Financial Planning, Inc.'s annual revenue is estimated to be $1M.

What is Collie Financial Planning, Inc.'s SIC code NAICS code?

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Collie Financial Planning, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Collie Financial Planning, Inc. have currently?

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As of December 2025, Collie Financial Planning, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Null: C. M. C.Certified Financial Planner(tm), Accredited Investment Fiduciary(tm): M. C.. Explore Collie Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does Collie Financial Planning, Inc. belong to?

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Collie Financial Planning, Inc. operates in the Investment Management industry.

What technology does Collie Financial Planning, Inc. use?

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Collie Financial Planning, Inc.'s tech stack includes Amazon Web ServicescdnjsDrupalGoogle Fonts APIhCaptchaYouTubeX-Content-Type-OptionsAddToAny.

What is Collie Financial Planning, Inc.'s email format?

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Collie Financial Planning, Inc.'s email format typically follows the pattern of FLast@colliefp.com. Find more Collie Financial Planning, Inc. email formats with LeadIQ.

When was Collie Financial Planning, Inc. founded?

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Collie Financial Planning, Inc. was founded in 2005.

Collie Financial Planning, Inc.

Investment ManagementNorth Carolina, United States2-10 Employees

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.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
2005
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Collie Financial Planning, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Collie Financial Planning, Inc.'s revenue is estimated to be in the range of $1M$10M

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