Hopper Financial

Hopper Financial We are a family-owned and family-focused insurance and investment firm committed to helping families PAS is a wholly owned subsidiary of Guardian.

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. HOPPER FINANCIAL is not an affiliate or subsidiary of PAS or Guardian. This material is intended for

general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2022-6608/

We have an exciting yet bittersweet announcement for you guys this morning.This beautiful rendering is currently coming ...
04/01/2026

We have an exciting yet bittersweet announcement for you guys this morning.

This beautiful rendering is currently coming to fruition for Hopper Financial in Hawaii. We love Greer so much but this past winter was a rough one with all the ice and that solidified our decision to move. Don’t worry, we will still be here for approximately another year as our new office is built. We will continue to do business here virtually when we are not on the beach or seeing clients in person in this office. We appreciate your support over the years and will remain very committed to Greer until we make our new home in Hawaii.

Thank you to everyone who attended our monthly Final Friday event this morning.  It we great to see the crowd, especiall...
02/27/2026

Thank you to everyone who attended our monthly Final Friday event this morning. It we great to see the crowd, especially with the rain. It was great to hear from Alison Rauch with Greer CPW with some important information on how to maintain a consistent image on social media. Alison does a fantastic job with her communication and social media roles and we know everyone was excited to learn from her. Make plans to join us for the next Final Friday event on March 27th with Johannes Mutzke with BlueInc Strategies.

We drove to Charlotte yesterday for the annual awards and recognition lunch of our parent firm, Consolidated Planning, I...
02/27/2026

We drove to Charlotte yesterday for the annual awards and recognition lunch of our parent firm, Consolidated Planning, Inc.

Being in a satellite location like we are in the City of Greer, SC, it's always energizing to find opportunities to be with colleagues/friends that we don't get to see in person on a regular basis. It was more than worth the drive to celebrate 2025 and be reminded of the literally thousands of families and businesses scattered from Virginia, down to Georgia, and across the country that are served well by our unique approach to financial planning.

You may remember in 2025 Hopper Financial celebrated 10 years of serving our clients and the greater Greer community. Our founding coincided with our affiliation and partnership with Consolidated Planning. We're grateful for the firm's recognition yesterday of Mark's 10 year anniversary.

Looking back on what is now almost 11 years, we're so grateful to have found a firm that aligns with our values, supports our vision to serve our community, provides resources that are second to none, and is built on a planning philosophy to allows us to provide financial balance, clarity, and confidence to our clients that they find nowhere else. Here's to the next 10 years and well beyond with our "CP" family!

Are you a business owner curious about how to efficiently protect, grow, and exit your business?

Are you a professional getting closer and closer to retirement with no clear picture of how ready you actually are (or aren't) to turn your assets into an income that will fund your lifestyle when you're done working?

Are you earlier in your journey but feel unsure how to balance saving, paying down debt, knowing and protecting against the risks that matter, and living the life today with your family that you desire?

This is the work we do with our clients. We should talk - send us a message and the first round of coffee is on us.

One last quick reminder - we hope you'll join us tomorrow morning for Final Fridays!
02/26/2026

One last quick reminder - we hope you'll join us tomorrow morning for Final Fridays!

If you're a local business owner or leader we hope you'll join us on Friday morning of this week for what will be the first "Final Fridays" event of 2026!

After having to postpone January's event due to weather, we're excited to kick off this year's series with Alison Rauch with Greer CPW as she leads us in a discussion on the topic of "Building and Maintaining a Consistent Image". Alison is a great friend to us, a servant of the Greer community in a variety of ways, and has developed a strong professional reputation for her expertise in organizational communication and public relations. You won't want to miss this one!

The event runs 7:30-8:30 a.m. at our office in Greer - plan to join us for a cup of coffee and light breakfast, to make connections with others local owners and leaders, and for a helpful discussion lead by Alison.

Pro insurance tip: If you have a new roof, be sure to inform your agent even if the new roof was covered by insurance.  ...
02/26/2026

Pro insurance tip: If you have a new roof, be sure to inform your agent even if the new roof was covered by insurance. Listing a new roof on your policy could mean that you are eligible for discounts! Replacing your roof might also be good time to take a look at your insurance options since the new roof might open up additional carrier options, which could mean savings for you! Who doesn’t love savings?

If you're a local business owner or leader we hope you'll join us on Friday morning of this week for what will be the fi...
02/24/2026

If you're a local business owner or leader we hope you'll join us on Friday morning of this week for what will be the first "Final Fridays" event of 2026!

After having to postpone January's event due to weather, we're excited to kick off this year's series with Alison Rauch with Greer CPW as she leads us in a discussion on the topic of "Building and Maintaining a Consistent Image". Alison is a great friend to us, a servant of the Greer community in a variety of ways, and has developed a strong professional reputation for her expertise in organizational communication and public relations. You won't want to miss this one!

The event runs 7:30-8:30 a.m. at our office in Greer - plan to join us for a cup of coffee and light breakfast, to make connections with others local owners and leaders, and for a helpful discussion lead by Alison.

It was wonderful to hear from Greenville County Sheriff Hobart Lewis today for our first Faith at Work of 2026.  He had ...
02/20/2026

It was wonderful to hear from Greenville County Sheriff Hobart Lewis today for our first Faith at Work of 2026. He had us laughing and tearing up as he shared with us his journey to winning election as Greenville County Sheriff in 2020. We appreciate Sheriff Lewis’ leadership and have enjoyed getting to know him a little over the past few years. It’s easy to tell that he’s a genuine man who leads with a Christ-centered focus. Thank you to everyone who was able to join us. Our next event of this series will be Thursday, May 21 so go ahead and mark your calendars!

💙 Grateful for Faithful Community Support 💙A heartfelt thank you to Hopper Financial for their generous donation and con...
02/17/2026

💙 Grateful for Faithful Community Support 💙

A heartfelt thank you to Hopper Financial for their generous donation and continued support of Greer Relief.

When local businesses invest in their community, real impact follows. Because of partners like Hopper Financial, neighbors facing hardship have access to food, financial assistance, and next steps that move them toward lasting stability.

Your ongoing commitment strengthens families, restores hope, and helps transform challenges into opportunities. We are truly grateful to stand alongside you in this work.

👏 Join us in thanking Hopper Financial in the comments!
🔁 Share this post to celebrate businesses that make a difference.

Unexpected dental issues bring not only physical pain but can be painful on the finances as well.  Reach out to us today...
02/05/2026

Unexpected dental issues bring not only physical pain but can be painful on the finances as well. Reach out to us today for more information on an affordable dental plan that can help mitigate the cost of not only unexpected dental care but annual wellness exams and cleanings as well!

Due to the condition of our parking lot, we have made the very difficult decision to cancel our Final Friday event that ...
01/29/2026

Due to the condition of our parking lot, we have made the very difficult decision to cancel our Final Friday event that was scheduled for tomorrow morning. We were very sad to have to make this decision, but considering we are in the business of helping our clients mitigate risk, it did not feel right to proceed.  We look forward to seeing you all on February 27th for the next one!

The Hopper Financial office will be closed tomorrow, but we will be working from home as long as we have power and Inter...
01/25/2026

The Hopper Financial office will be closed tomorrow, but we will be working from home as long as we have power and Internet. We will be back to regular operations on Tuesday, assuming it is safe to do so.

We do still plan to kick off the new year with our first Final Friday of the year this coming Friday, January 30, so make plans to join us if you are a business owner or business executive in the Greer area. It begins at 7:30 a.m. and Johannes Mutzke with BlueInc Strategies will be our speaker.

*our dog Ellie loves the snow. How about yours?

Address

955 W Wade Hampton Boulevard , Suite 4-B (Hampton Centre)
Greer, SC
29650

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18646557249

Alerts

Be the first to know and let us send you an email when Hopper Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share