Greer Financial Group, LLC

Greer Financial Group, LLC We believe creating a relationship with each of our clients built upon trust, integrity, and communi

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
09/02/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

The financial risks to consider when evaluating self insurance?
08/31/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
08/28/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Is there a role for both active and passive investments in your portfolio?
08/26/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

How familiar are you with the Federal Reserve? Here is a quick history.
08/24/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

A special needs trust can help care for a special needs child, even after you’re gone.
08/21/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Three steps may make a difference if you find yourself suddenly single.
08/19/2026

Three steps may make a difference if you find yourself suddenly single.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
08/17/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
08/14/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
08/12/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Address

8200 Center Path Lane Ste A
Mechanicsville, VA
23116

Opening Hours

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

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