Shameeka Greer, Principal of Wealth Financial Resources LLC

Shameeka Greer, Principal of Wealth Financial Resources LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

4140 Parklake Ave Suite 450
Raleigh, NC 27612
919-760-9758

Neither Wealth Financial Resources LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Currently Licensed in NC,FL,TX

Wealth Financial Resources LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered branch address:
4140 Parklake Ave Suite 450
Raleigh NC 27612

Neuse River Middle/Knightdale High Joint business alliance 1st meeting for the 2026-2027 school year lead by chair, Pame...
09/03/2026

Neuse River Middle/Knightdale High Joint business alliance 1st meeting for the 2026-2027 school year lead by chair, Pamela Bradford. All fellow business owners that want to pour into our future generation join us October 1st in-person at Knightdale high school.

Learn how to break through barriers
09/03/2026

Learn how to break through barriers

Imagine losing your confidence, your business, your money, and a close friend-all within one month. That was me. I was on the path to growth when everything hit me hard.

This is why I’m launching Ex*****on Lab for business owners and professionals like you.

If I’d had this support when it mattered most, progress would’ve come way faster. Instead, I had to triple down-hire coaches, learn hard lessons, and grind through the chaos.

Now, I’m sharing the proven strategies, real experience, and accountability that transformed my business and life.

No more guessing. No more stalls.

Join Ex*****on Lab Sept 14th (every 2nd Monday) at 11 AM or 7 PM EST. Get clear, get coached, and execute your breakthrough plan with live support.

Register here:
- 11 AM (EST) session https://us06web.zoom.us/meeting/register/pNyFBXNuTNe9LxCkYc-0-w
- 7 PM (EST) session https://us06web.zoom.us/meeting/register/n_QHzfgZSoyrerRLbjUj-A

Your breakthrough starts when you show up (join one or all). Will you?

Welcome to….
09/01/2026

Welcome to….

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/07/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/07/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/06/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/03/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4x5BhgE
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Address

4140 Parklake Avenue Suite 450
Raleigh, NC
27612

Telephone

+19197609758

Website

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