Overview

Our value proposition: We are a relational and boutique financial services company that work with individuals and families to grow their assets; while serving as a strategic business partner to our corporate clients by helping them recruit, retain, and reward their most valuable asset: their people. We do this by bundling recruiting services as an add-on to retirement plans and group benefits at significantly lower fees. The benefit to our business clients is that you now can acquire top talent at a significantly lower cost without compromising on candidate skills and quality. This unique service offering allows our clients to dramatically reduce their professional services cost. We have successfully sourced financial, accounting, accounting operations, supply chain, and revenue cycle roles. Greer Financial Services does not render investment, tax or legal advice. Please consult with an investment advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. If you are interested in discussing individual financial services (investment, retirement, planning, etc.), Michael Greer is an Investment Advisor Representative of Stone Bridge Asset Management. See his individual LinkedIn profile for information regarding his role at Stone Bridge Asset Management and the individual financial services he can discuss with you.