That’s why as LPL 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 help 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 are most suitable for you. 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.To view your account information, visit us online Products
- Municipal (Tax Advantaged)
Business Qualified Plan
Individual Retirement Accounts
- Retirement Accounts (Business and Personal)
- Financial Planning and Portfolio Development
- Asset Management Services
- Standard & Poors, Value Line, First Boston & DLJ 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.Securities, insurance products, and advisory services offered through LPL Financial and its affiliates; a Registered Investment Advisor, Member FINRA/SIPC. Greer State Bank is not a registered broker-dealer and is not affiliated with LPL Financial.
The inverstment products sold through LPL Financial are not insured Greer State Bank deposits and are not FDIC insured. The products are not obligations of Greer State Bank and are not endorsed, recommended, or guaranteed by Greer State Bank or any government agency. The value of the investments may flucuate, the return on the investment is not guaranteed, and a loss of principal is possible