Email: raymond@clpwi.com
Phone:(920)233-0033
Fax:(920)350-7023
Address: Collier Legacy Planning, llc
2380 State Road 44, Suite E
Oshkosh, WI 54904
Client Testimonials
"We're so glad you were recomended to us. We feel so much more confident now on our road to Retirement! Thanks for your expert guidance, patience and caring ways." -Van Dyne Client
"I just want you to know how happy I am that we set the things up that we did. It gives me a lot of peace of mind at times like this." -Princeton Client
"I was just saying that I think all my gain on those other accounts on the past two years are all gone and i'm so glad the money I have invested with Ray is safe and I don't have to worry about it." -Green Lake Client
"Thank you very much for that help you gave us last spring. That meant so much to us." -Oshkosh Client
"I just wanted to call and thank you again for getting me into that Medicare plan that you did and all the help you gave me. I appreciate it so much. I just paid my insurance again today and I just wanted to call and let you know how happy I am." Poy Sippi Client
"Thanks so much for touching base with me. It just means so much to have hands on instead of just stuff in the mail. I've never been so happy with anyone who has set anything up for me. It is so refreshing to work with someone like you. I will definately recommend you to others." Oshkosh Client
"I was so nervous about this meeting. I was like, how do you find a good person? It's like a shot in the dark. Then she recommended you and you exceeded my expectations. I'm not just saying that, I really mean it." Omro Client
"Thank you again for helping us navigate "Medicare!" We would have been lost without your expertise!" - Oshkosh Client