Wealth Management

Contact Us

Send us your feedback

GSB branch  web

Wealth Management

We're Here For You

Greer Financial Services, a division of Greer State Bank, knows it is not enough simply to develop a strategy - it is just as important to keep that plan on track.  Greer Financial Services LPL Financial Advisors familiarize themselves with your situation to help adjust your financial plan as necessary. 

To assist with planning your financial strategy, Greer State Bank has developed a relationship with LPL Financial (Member FINRA, SIPC).  Greer Financial Services LPL Financial Advisors offer professional guidance and access to a full range of financial options.

Products Available

  • Equities & Fixed Income Securities                        
  • Mutual Funds
  • Fixed & Variable Annuities
  • Life, LTC, and Disability Insurance

Services Available                                                                                                           

  • IRAs & IRA Rollovers
  • Business Retirement Plans
  • College Investment Programs
  • Investment Analysis
  • Portfolio Review
  • Research

 Visit us online  to view your Greer Financial LPL account information                                 

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 offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  Greer State Bank is not a registered broker-dealer and is not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Greer State Bank deposits and are not FDIC insured.  These 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 fluctuate, the return on the investment is not guaranteed, and a loss of principal is possible.