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Wealth Management
Following a plan is easy, making sure you are following the right plan takes a little more effort.
That’s why as Raymond James Financial Advisors, Greer Financial Services takes the extra time to really get to know you. Think of us as the coach of your financial team - we’re here to make you look and perform at your very best.
We start by listening to what you want to do with your money. We take the time to get to know each customer. Just like you would take the time to get to know a teammate. Once we do, we’re in a much better position to recommend the products and services that will benefit you in building your wealth. Are you saving for retirement, for your children’s future, to have money to start a new business? All of these aspirations are important for us to know in order for us to customize a portfolio that will get you there. No matter what you’re building towards, we have the portfolio management experience and range of products – mutual funds, Individual Retirement Accounts, Business Qualified Plans, Business Retirement Plans, stocks, bonds, insurance annuities – that can make it happen.
We fill many roles as wealth management specialists, from trusted advisors and financial mentors, even friends, to teammates that work right alongside you to get things done.
Products
Services
Give us a call at (864) 848-2558 or toll-free at (866) 321-4193 and let us help you customize a plan to grow your money.
Raymond James Financial Services, Inc.
Member FINRA/SIPC, is a registered broker/dealer and a wholly owned subsidiary of Raymond James Financial, Inc., (NYSE-RJF), and an affiliate of Raymond James & Associates, Inc., one of the nation’s most experienced providers of investment products and services to individuals, corporations and municipalities. Raymond James Financial Services, Inc. is a financially strong firm with equity of over $400 million and virtually no long-term debt. Investment subsidiaries include over 3,300 financial advisors in over 1,300 offices throughout the United States and Overseas.
Securities Investor Protection Corporation
Securities held in your Raymond James Financial Services account are protected by Securities Investor Protection Corporation (SIPC) up to $500,000 (limited to $100,000 for cash). We have purchased an additional $49,500,000 in protection for securities, including up to another $900,000 for cash awaiting investment, from Asset Guaranty. SIPC protects investor’s securities or funds if the brokerage firm fails. SIPC does not protect your account against declines in value such as those that may result from changes in market conditions. Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principal.
We start by listening to what you want to do with your money. We take the time to get to know each customer. Just like you would take the time to get to know a teammate. Once we do, we’re in a much better position to recommend the products and services that will benefit you in building your wealth. Are you saving for retirement, for your children’s future, to have money to start a new business? All of these aspirations are important for us to know in order for us to customize a portfolio that will get you there. No matter what you’re building towards, we have the portfolio management experience and range of products – mutual funds, Individual Retirement Accounts, Business Qualified Plans, Business Retirement Plans, stocks, bonds, insurance annuities – that can make it happen.
We fill many roles as wealth management specialists, from trusted advisors and financial mentors, even friends, to teammates that work right alongside you to get things done.
Products
Annuities
Business Qualified Plan | Insurance
Mutual Funds Stocks
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Services
- Retirement Accounts (Business and Personal)
- Financial Planning and Portfolio Development
- Asset Management Services
- Standard & Poors, Value Line, First Boston & DLJ Research and Raymond James Research
- Trust Services
- Corporate and Public Finance
Give us a call at (864) 848-2558 or toll-free at (866) 321-4193 and let us help you customize a plan to grow your money.
Raymond James Financial Services, Inc.
Member FINRA/SIPC, is a registered broker/dealer and a wholly owned subsidiary of Raymond James Financial, Inc., (NYSE-RJF), and an affiliate of Raymond James & Associates, Inc., one of the nation’s most experienced providers of investment products and services to individuals, corporations and municipalities. Raymond James Financial Services, Inc. is a financially strong firm with equity of over $400 million and virtually no long-term debt. Investment subsidiaries include over 3,300 financial advisors in over 1,300 offices throughout the United States and Overseas.
Securities Investor Protection Corporation
Securities held in your Raymond James Financial Services account are protected by Securities Investor Protection Corporation (SIPC) up to $500,000 (limited to $100,000 for cash). We have purchased an additional $49,500,000 in protection for securities, including up to another $900,000 for cash awaiting investment, from Asset Guaranty. SIPC protects investor’s securities or funds if the brokerage firm fails. SIPC does not protect your account against declines in value such as those that may result from changes in market conditions. Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principal.
