Collective Financial Partners LLC
Star City, Monongalia County, WV
Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.
Opportunity Analysis
Looking to Buy · Insufficient Evidence
Insufficient Evidence
Summary: Public evidence is insufficient for Looking to Buy.
View supporting sources →
Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Why: Not enough public information for this assessment.
What this rating was based on (0 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
No factor in this rubric was found in public information.
Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.
Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.
Open to Selling · Insufficient Evidence
Insufficient Evidence
Acquisition Research Fit
Summary: Public evidence is insufficient for an Open to Selling rating.
Sale interest: Unknown
Confidence: Low
View supporting sources →
Public signs an ownership change could be on the table: a declared sale or merger, an owner retirement or an announced succession plan. A founder still leading after 30+ years is only a weak research clue, not a sign the agency wants to sell. Past sales, restructurings and the agency's own acquisitions do not count here.
Why: No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.
No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.
Confidence: low. Separate from the rating.
Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.
Not known publicly: Whether the owner would consider a sale; Succession plans and timing; Book size and retention.
Mentorship & Peer Connections · Insufficient Evidence
Insufficient Evidence
Summary: Public evidence is insufficient for Mentorship & Peer Connections.
View supporting sources →
Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Why: Not enough public information for this assessment.
What this rating was based on (0 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
No factor in this rubric was found in public information.
Total: 0 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 0 facts from 0 websites.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships · Low
Low
- Lines: personal and commercial insurance are both documented
Summary: Public information supports a Low Business Partnerships rating.
Confidence: Low
View supporting sources →
Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.
Agency Match score: 10/100 · Low confidence: few public facts
Why: Both personal and commercial lines documented
- Both personal and commercial lines documented · Personal Financial Planning, Business Planning, Insurance“Personal Financial Planning Business Planning Insurance”seniorsmart.org verified
What this rating was based on (1 factor)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Both personal and commercial lines documented+10 pts
- Personal Financial Planning, Business Planning, Insuranceseniorsmart.org
- Senior S.M.A.R.T. Servicesseniorsmart.org
Total: 10 points → Agency Match score 10/100, rated Low (High at 60+, Medium at 35+).
Confidence (separate from the rating): Low confidence: few public facts · 2 facts from 1 website.
Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.
What we know
- Public record1
- Agency-published4
Not known yet
- Ownership (not confirmed)
- Founding year or history
- Carrier relationships
- Service area
- Independent or captive channel
Record & channel
West Virginia resident business-entity license #100141438 (NPN 16773536), licensed at Star City, WV
sbs.naic.orgLicensed agency · channel not confirmed
No published statement found yet saying whether this agency is independent or represents one carrier.
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: collectivefinancialpartners.com
Locations & footprint
Star City, West Virginia
Operating office · North Central
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Research
Some research
Geography
1 documented offices
Ownership events
None documented
Ownership
Not confirmed
Collective Financial Partners LLC is a licensed insurance agency licensed in Star City, WV. Lines listed: Personal Financial Planning, Business Planning, Insurance. Agency Match assessments based on public information: Business Partnerships low. 4 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- Looking to Buy: not enough public facts for a score.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: not enough public facts for a score.
- Business Partnerships: scored from specialties, markets and carriers published on the agency's website.
Highlights
People & affiliations
Mark Bloniarz, CFP ® Our Philosophy
Names & entities
Legal name on license record
Facts from published sources (4 verified)
Star City, WV 26505
“Address 240 Sherwood Street Star City, WV 26505”seniorsmart.org
Personal Financial Planning, Business Planning, Insurance
“Personal Financial Planning Business Planning Insurance”seniorsmart.org
Senior S.M.A.R.T. Services
“SENIOR S.M.A.R.T. ® Services SENIOR S.M.A.R.T. ® Personal Financial Planning”seniorsmart.org