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Greer Financial Group

5.0
  • Investment Service
  • Mechanicsville, VA

About this business

FinanceInvestment Service

Welcome to Greer Financial Group. We provide comprehensive financial strategies and guidance for small business owners and those heading into retirement or already retired. Growing a small business is one of the hardest but most gratifying careers. Your business is your livelihood and, as such, any hiccups can have repercussions. We’re here to help you prepare for those hiccups and strategize a way to build your business, so you have a legacy to leave your children and grandchildren. We know there is no singular, best pl... read more

Location details

8200 Center Path Lane, Suite A, Mechanicsville, VA, 23116, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.06 reviews
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H Jones's profile image
H Jones 
a year ago

Michael Greer is not only competent, thorough, and knowledgeable, but also very friendly, personable and approachable. He will spend as much time as a customer needs to provide options and hash out the details, providing multiple appointments at no charge to set up accounts. He is a fiduciary, i.e. works solely for the customer's best interests. In addition to all the above, he has decades of experience. 

Wanda Clemons's profile image
Wanda Clemons 
9 months ago

Mr. Greer is excellent to work with. He takes the time to explain everything to us and keeps us up-to-date with what's going on with our finances. He always takes time to answer any silly questions we might have. He is very professional and has a superb staff. 

Toby Blatt's profile image
Toby Blatt 
a year ago

I recently switched over to Michael and I have been extremely pleased with him thus far. He listens to understand and then tailors the products to fit your needs. He's very knowledgeable about the market and doesn't believe in the advice of "just let it ride and close your eyes" which is super refreshing. 

Mitzi Hubble's profile image
Mitzi Hubble 
2 years ago

Michael at Greer Financial is personable, knowledgeable and responsive to your financial planning needs. He will work with you to help you plan for a financially secure future. 

John Crump's profile image
John Crump 
a year ago

Knowledgeable, friendly, approachable, patient and trustworthy 

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Frequently asked questions about Greer Financial Group

How is Greer Financial Group rated?

Greer Financial Group has a 5 star rating with 6 reviews. 

When is Greer Financial Group open?

Greer Financial Group is closed now. It will open on Monday at 8:00 a.m.