Collier & Associates Inc.

Positive: Professionalism, Quality, Responsiveness, ValueHave followed Collier & Associates since they were Sarner Collier & Associates for some 30+ years! Sound Financial/Investment Advice, Practice Management Advice and dissection of new and pending tax and estate laws all in short easy to read format! Great travel destinations for seminars. Subscribe to their newletter…you will not be sorry! Thank you C&A for all that you do!!!Have followed Collier & Associates since they were Sarner Collier & Associates for some 30+ years! Sound Financial/Investment Advice, Practice Management Advice and dissection of new and pending tax and estate laws all in short easy to …More

Have followed Collier & Associates since they were Sarner Collier & Associates for some 30+ years! Sound Financial/Investment Advice, Practice Management Advice and dissection of new and pending tax and estate laws all in short easy to read format! Great travel destinations for seminars. Subscribe to their newletter…you will not be sorry! Thank you C&A for all that you do!!!

Positive: Professionalism, Quality, Responsiveness, ValueMy husband is a dentist in South Carolina and the money that we spend on the newsletter was money well spent. When Covid became a daily concern for our personal and professional lives, the information that we learned from the newsletter was invaluable. We were able to help educate our banker on the PPP Loans and were one of the first ones to receive funding in our area. We are a Medicaid provider and the newsletter prompted us to look into the Cares Relief Act that was available for dentists providing Medicaid services. We read the newsletter as soon as it is available and we appreciate the clarity and accuracy of the information.My husband is a dentist in South Carolina and the money that we spend on the newsletter was money well spent. When Covid became a daily concern for our personal and professional lives, the information that we learned from the newsletter was …More

My husband is a dentist in South Carolina and the money that we spend on the newsletter was money well spent. When Covid became a daily concern for our personal and professional lives, the information that we learned from the newsletter was invaluable. We were able to help educate our banker on the PPP Loans and were one of the first ones to receive funding in our area. We are a Medicaid provider and the newsletter prompted us to look into the Cares Relief Act that was available for dentists providing Medicaid services. We read the newsletter as soon as it is available and we appreciate the clarity and accuracy of the information.

Positive: QualityCollier & Associates has been handling various issues with my pediatric dental practice for years, from associateships to partnerships, business agreements, investments and tax strategies. They work well with your local advisers that work to create contracts within the legal requirements that are established by your state of residence. Their twice-monthly newsletters were invaluable over the past year, especially working through the complexities of PPP, EIDL loans and the Cares Act that saved dentists across the nation. Their suggestions with these practice saving vehicles were on point and usually ahead of the curve – my bankers were astonished that they figured things out before they did.I can wholeheartedly recommend Brandon Collier’s and Danielle McBride’s services when you need someone that knows how a medical, dental or veterinary business is run and what they need to do to accomplish long-term contractual and financial goals.Collier & Associates has been handling various issues with my pediatric dental practice for years, from associateships to partnerships, business agreements, investments and tax strategies. They work well with your local advisers that work …More

Collier & Associates has been handling various issues with my pediatric dental practice for years, from associateships to partnerships, business agreements, investments and tax strategies. They work well with your local advisers that work to create contracts within the legal requirements that are established by your state of residence. Their twice-monthly newsletters were invaluable over the past year, especially working through the complexities of PPP, EIDL loans and the Cares Act that saved dentists across the nation. Their suggestions with these practice saving vehicles were on point and usually ahead of the curve – my bankers were astonished that they figured things out before they did.

Positive: Professionalism, Quality, Responsiveness, ValueBrandon and his team have provided me with excellent practice management advise, tax planning, retirement plan management as well as excellent continuing education for several decades now. Their advise is relevant, accurate, and useful. Above all he and his team can be trusted.

Brandon and his team have provided me with excellent practice management advise, tax planning, retirement plan management as well as excellent continuing education for several decades now. Their advise is relevant, accurate, and useful. Above all he and his team can be trusted.

Positive: Professionalism, ResponsivenessDuring this pandemic chaos they have kept us informed of all the available sources for financial support and guided us through the pros and cons of each instrument. I would be aware of all rule changes days before my banker and CPA. They really gave all of their dentist clients a sense of peace and direction in a very unsettling time. I have been a client since the beginning with Harvey Sarner and will remain such for the remaining years of my 46 year career!During this pandemic chaos they have kept us informed of all the available sources for financial support and guided us through the pros and cons of each instrument. I would be aware of all rule changes days before my banker and CPA. They …More

During this pandemic chaos they have kept us informed of all the available sources for financial support and guided us through the pros and cons of each instrument. I would be aware of all rule changes days before my banker and CPA. They really gave all of their dentist clients a sense of peace and direction in a very unsettling time. I have been a client since the beginning with Harvey Sarner and will remain such for the remaining years of my 46 year career!

Positive: ProfessionalismOur practice has been a client for over 30 years. Their legal Team has helped us with every aspect of custom retirement plans, associate contracts, buy/sell agreements has well a succession planning. They are always highly responsive, and deliver in a timely manner.

Our practice has been a client for over 30 years. Their legal Team has helped us with every aspect of custom retirement plans, associate contracts, buy/sell agreements has well a succession planning. They are always highly responsive, and deliver in a timely manner.

Positive: QualityThe benefit gained by the knowledge dispensed and advice received from Collier and Associates is immeasurable.

The benefit gained by the knowledge dispensed and advice received from Collier and Associates is immeasurable.

Positive: ProfessionalismBrandon is very good at sorting out what Dentists need to know and delivering concise action based advice.

Brandon is very good at sorting out what Dentists need to know and delivering concise action based advice.