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We are bridging the gap between career progression and financial planning.
We are bridging the gap between career progression and financial planning.
Bridging the Gap between Main Street and Wall Street. It will be a mashup of commentary about investments, insurance, wealth, and the labor market on a local, state and federal level. We will speak on all things that affect the building of strong communities.
Greer Financial Services considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.
Personal Information We Collect
Personal Information We May Disclose
We occasionally disclose nonpublic personal information about you to affiliates and non-affiliates as permitted by law. Some instances where we share information include:
When information is shared with third parties, they are not permitted to use the information for any other purpose than to assist our servicing of your account(s) or as permitted by law. We restrict access to your nonpublic personal information to authorized employees. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
These measures reflect our commitment to maintaining the privacy of your confidential information. We appreciate the confidence you have shown by entrusting us with your assets.
Copyright © 2020 Greer Financial Services, Inc - All Rights Reserved.
All investment services are offered through Stone Bridge Asset Management, LLC. Other products and services may be offered through other entities . *Securities products and services are offered through Stone Bridge Asset Management , LLC. a registered investment advisor.
Investment products are not FDIC insured and may lose value. Greer Financial Services does not render investment, tax or legal advice.
Please consult with an investment advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The availability of life insurance, annuities, and other products varies by carrier and state.
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