304-216-5568 mark@wvplanner.com

Our Philosophy

Strength through Diversification

At Collective Financial Partners, our number one priority is meeting client needs. Having access to the right tools to complete that task helps to fulfill the outcome of client satisfaction. Working as independent insurance brokers, we have the flexibility to select from the best companies, products, and services to meet your goals. Diversification allows us the freedom to find the right solution for your situation while avoiding conflicts of interest that may be present with big wirehouses and captive insurance agencies.

Contact Us

Call Us

Phone: 304-216-5568

Address

240 Sherwood Street

Star City, WV 26505

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Collective Financial Partners, LLC