Founded in 1985, Greer Financial Services, Inc. operates as an independent financial advisory and wealth management firm. The company positions itself as a "personal Chief Financial Officer" for its clients, focusing on providing objective advice and customized strategies for investment management, comprehensive financial planning, and retirement planning. Their mission emphasizes building lasting relationships based on trust and a genuine commitment to their clients' financial well-being. The firm is a registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) and a registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC).

Founded in

United States