Greer Financial Group
Contact Information
-
Address
8200 Center Path Ln Ste A, Mechanicsville, VA, 23116 -
Phone
(804) 427-7784 -
Website
greerfinancial.com
Location
About Greer Financial Group
Greer Financial Group is a Wealth Management firm in Mechanicsville, VA, located at 8200 Center Path Ln Ste A. The firm provides financial and tax planning services, custom investment plans, insurance, and retirement strategies for small business owners and individuals nearing or in retirement. Michael Greer serves as the financial advisor, and Sherri Huff, who joined the staff in 2016, is the client services manager. The firm holds a rating of 5.00 based on customer reviews.
Michael Greer specializes in strategies for those seeking a better lifestyle in retirement, assisting clients with nest eggs of any size to ensure their savings work as hard as they did while earning them. The firm addresses four major financial risks to retirement assets: market risk, withdrawal rate risk, longevity risk, and medical or long-term care expenses. Services include social security optimization, income strategies, estate planning, IRA management, money management, and investment strategies. The firm also offers insurance reviews, life insurance, and annuities.
The firm operates with company values that prioritize people over money, maintain integrity and truth, and emphasize frequent, timely, and relevant communication with client partners. Sherri Huff values the family-type relationship the firm maintains with its clients. Initial consultations by phone or in person carry no cost or obligation.
The firm is recognized for its positive rating from the customers who have reviewed it.
Greer Financial Group combines personalized retirement planning and tax strategies with a client-first approach to help Mechanicsville residents secure their financial futures.
Greer Financial Group sits on Center Path Lane, just a tenth of a mile from Atlee Road. The location is also about three tenths of a mile from the Hanover Emergency Center and Chamberlayne Road.
BizScoreAI gave the website a technical score of 82 out of 100, which ensures the site is secure and readable for search engines. The discoverability score of 75 out of 100 allows AI crawlers to find every page, enabling AI assistants to recommend the business. BizScoreAI also ranked the firm number 2 of 3 Wealth Management businesses scored in Mechanicsville.
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