Greer Financial Services
IN PROGRESS
423.475.6894
Greer Financial Services
IN PROGRESS
423.475.6894
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Who we are

Our Value Proposition

We are bridge builders. We are a vertically integrated, boutique, recruiting and financial services company that work with individuals, couples and families to grow their assets and advance their careers. We serve 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 financial 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. 

Privacy Policy

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

  • We do not sell any information to any third parties. However, we do collect and retain certain nonpublic information about you, including:
  • Information you disclose to us about your financial situation and goals
  • Information about your investments including client statements, transaction history and information to ensure the investment is appropriate.
  • Information we need to complete our paperwork for your investment selections


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:

  • Sending applications with your information to insurance companies  or to our third party investment advisor to invest in that product
  • Accessing online information sites to monitor your investments
  • Disclosing information in connection with legal proceedings, such as responding to a subpoena


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 Michael Greer, a registered representative and investment advisor representative of LPL Financial. 

LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC . 

 Other products and services may be offered through other entities.

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. Greer Financial Services, Inc., Nvestfit, LLC., and LPL Financial are separate entities and are not affiliated companies. Greer Financial Services, Inc., Nvestfit, LLC., and LPL Financial have no contractual agreements.

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