Greer Financial Group - Mechanicsville, Virginia

Greer Financial Group

Greer Financial Group is a reputable financial institution located at 8200 Center Path Ln Ste A, Mechanicsville, VA 23116, United States. The company specializes in providing investment services and has been serving clients with professionalism and expertise. Their dedication to customer satisfaction is evident in their high ratings and reviews.

With a team of experienced and knowledgeable financial advisors, Greer Financial Group offers personalized financial planning and investment solutions tailored to meet individual needs. The company's commitment to transparency and integrity has earned them a loyal clientele.

The office is equipped with wheelchair-accessible facilities, including a parking area and entrance, ensuring accessibility for all clients. Greer Financial Group also provides on-site parking, making it convenient for clients to visit the office for consultations and discussions.

Greer Financial Group has received positive feedback from clients, with an average rating of 5 out of 5 stars on Google My Business. Many clients appreciate the personalized attention and guidance provided by the financial advisors, such as Michael Greer, who is known for his competence, thoroughness, and approachability. Clients have reported positive experiences with the setup of accounts and the overall performance of their portfolios.

Specialties and Services

• Financial institution
• Investment service

Location and Accessibility

• Address: 8200 Center Path Ln Ste A, Mechanicsville, VA 23116, United States
• Phone: 8044277784
• Website: greerfinancialgroup.com

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• On-site parking

Opinions and Reviews

• This company has 9 reviews on Google My Business.
• Average opinion: 5/5.

👍 Reviews of Greer Financial Group

steve S. (.

5/5

Been working now with Michael for almost 3 years and have enjoyed our sessions, his advise and I am happy with the overall performance of my portfolio

H J.

5/5

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.

Rick B.

5/5

Michael, your details in the markets are reassurance in today's crazy up and downs. I appreciate your hard work in keeping my money on schedule.

Toby B.

5/5

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.

Wanda C.

5/5

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.

Mitzi H.

5/5

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 C.

5/5

Knowledgeable, friendly, approachable, patient and trustworthy

Lisa J.

5/5