Who we are

Our Value Proposition

We are a relational and boutique financial services company that work with individuals, couples and families to grow their assets; while serving as a strategic business partner to our corporate clients by helping them recruit, retain, and reward their most valuable asset: their people. Our team of licensed investment professionals, insurance brokers, and recruiters take this mission very seriously and work closely with our clients in order to recommend the appropriate products and services to help them achieve their unique goals.

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.