Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your career and financial dreams.
Are you covered? Need a quote? Do you have too much? Is it the right kind?
What exactly do you have? How long will it last?
We offer fixed annuities and fixed indexed annuities. When appropriate, our third party business associates offer fee-based annuities. For a referral, please reach out to us. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Investment services and financial advice are offered through a third party, Stone Bridge Asset Management, a registered investment advisor. Please ask for Michael Greer.
We get it. You haven't worked with a financial services company that specializes in helping their clients advance their career. We understand your career progression directly impacts your financial security, and we are uniquely qualified to bridge the gap between the two by delivering full service recruiting and job placement services as part of our planning for our clients.
Want to see your blue print?
Begin by creating your confidential career planning profile in our
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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.