Collins Wealth Management

Collins Wealth Management is a Financial Planner in Goldsboro, NC, located at 505 N Spence Ave # A. The firm provides personalized, independent financial advice to a select group of clients, operating with a fiduciary approach that prioritizes the client’s needs and well-being. Founded by John Collins in 2003, the practice has served Goldsboro families for over two decades and extends its reach to 12 states. The team is affiliated with Integrated Financial Group, a consortium of LPL Financial Planners, and offers estate planning and other financial services through LPL Financial. The firm holds a 5.00 rating based on customer reviews.

The Collins Wealth Management team integrates Christian values into their guidance, viewing money as a tool that provides clients with more choices in life. Principal Financial Advisor John Collins, MBA, CES, leads the firm, having established it in 2003. The team includes Financial Advisor Tim Fail, who joined in 2020 after a 17-year career as a hospital financial analyst, and Director of Client Services Toni Morgan, who has been with the firm for more than a decade. Client Relations Associate Linda Gwatney joined in January 2023. The advisors focus on both the implementation of financial plans and the emotional concerns that accompany major life events, aiming to help clients achieve financial independence.

Clients are drawn to the firm for its reliability, trustworthiness, and willingness to treat client money as their own. The team emphasizes building strong relationships, often hosting client events such as bus trips, dinners, and concerts to foster camaraderie. They provide education on investment expectations and serve as emotional support during financial transitions. The firm’s approach is described as friendly and loyal, symbolized by the team’s appreciation for dogs, which mirrors the watchful and supportive nature of their client relationships.

The firm is recognized for its positive rating from the customers who have reviewed it, reflecting a reputation for trustworthy guidance and long-term relationships.

Collins Wealth Management combines decades of experience in Goldsboro with a deeply personal, fiduciary approach to help clients secure their financial futures.

Collins Wealth Management is situated on N Spence Ave in Goldsboro, NC, near North Berkeley Boulevard about 0.2 miles away. The office is also within walking distance of the Berkeley Post Office and FastMed Urgent Care, both approximately 0.4 miles from the location.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and provides descriptions that AI assistants can quote directly. The business received a Technical score of 92 out of 100.