Greenwood Financial Group

Greenwood Financial Group Securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Shares and links ≠ endorsements. We can only follow GFG employees.

Today, we honor the heroes, families, and communities forever changed by September 11, 2001.Never forget.
09/11/2026

Today, we honor the heroes, families, and communities forever changed by September 11, 2001.

Never forget.

09/10/2026

Estate planning is the conversation nobody wants to have, but everybody needs to.

On this episode of The Market Confidential, Blaire Greenwood and Allison Lane sit down with local estate planning attorney Virginia Podboy to cut through the confusion, the misconceptions, and the outright fear that keeps so many families from getting their affairs in order.

Listen to it here!

Spotify: https://open.spotify.com/episode/0kDxSuRRaEosKioFVuIvNA?si=0ae7417cd12e407b

YouTube: https://www.youtube.com/watch?v=Ke9wbF9D-BQ

Apple: https://podcasts.apple.com/us/podcast/the-estate-planning-conversations-everyone-avoids-but/id6803613603?i=1000786037606

Is your SIMPLE plan still the right fit for your business and your team?If you've had questions about your current plan,...
09/08/2026

Is your SIMPLE plan still the right fit for your business and your team?

If you've had questions about your current plan, considered making a change, or haven't reviewed it in a while, now is the time to put it back on your radar.

November 1st through December 31st is the enrollment period for SIMPLE plans, giving employers an opportunity to make any necessary changes heading into the new year.

Reach out to Scott McCombs, our team's Investment Advisor Representative & Registered Representative, to take a look at your current plan, talk through what's working (and what may not be), and discuss what you'd like to do moving forward!

There's nothing better than a team who truly enjoys spending time together outside of the office!Yesterday, Greenwood Fi...
09/04/2026

There's nothing better than a team who truly enjoys spending time together outside of the office!

Yesterday, Greenwood Financial Group spent the day at Busch Gardens Williamsburg for some team bonding. After a busy summer, it was a great way to unwind, start the holiday weekend, and prepare for fall.

Blaire recently had the opportunity to join Capital Group at the New York Stock Exchange as they celebrated their 12 Mor...
09/01/2026

Blaire recently had the opportunity to join Capital Group at the New York Stock Exchange as they celebrated their 12 Morningstar Gold-rated ETFs and rang the closing bell!

We're grateful for the long-standing relationship we've built with them over the years, and it was an honor to be there to celebrate such an exciting milestone.

Our 13th Annual Charity Golf Tournament is around the corner, and we'd love to see you there! ⛳Join us on Monday, Septem...
08/27/2026

Our 13th Annual Charity Golf Tournament is around the corner, and we'd love to see you there! ⛳

Join us on Monday, September 28th at Belmont Golf Course in support of The First Tee of Greater Richmond, an organization doing incredible work to build character and life skills in young people through the game of golf.

The sign up deadline is September 1st, so don't wait too long! Reach out to Laura Southern to secure your spot at [email protected] or 804-421-4020 ext. 101.

Learn more here 🔗 http://greenwoodfinancialgroup.com/13th-annual-charity-golf-tournament

Greenwood Financial Group traveled all over the world this summer! ☀️Swipe through to see our team's favorite moments th...
08/25/2026

Greenwood Financial Group traveled all over the world this summer! ☀️

Swipe through to see our team's favorite moments throughout the past few months. Although we can't believe summer is already coming to an end, we're excited for everything we have planned this fall!

At Greenwood Financial Group, giving back to our community is at the heart of everything we do.Scott and his wife Alex r...
08/20/2026

At Greenwood Financial Group, giving back to our community is at the heart of everything we do.

Scott and his wife Alex recently volunteered at Young Life Capernaum Camp, which supports young people with disabilities. Swipe through to see all the fun that was had throughout the course of a weekend!

Many of our clients have been with us for decades, and here's why: our team shows up!During the annual reviews and the b...
08/18/2026

Many of our clients have been with us for decades, and here's why: our team shows up!

During the annual reviews and the big life moments, or even the unexpected ones, we take the time to really know the people we work with and always keep their best interests at heart.

We love what we do, and we're grateful to support so many of you!

08/14/2026

Meet Wade Gullickson, our new Client Service Specialist!

Wade is a Charlotte, NC native and Elon graduate, currently working on his licensing to transition to an advisor role. Watch this video to learn more about him and the experience he brings to Greenwood Financial Group. We're excited to have him on the team!

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3761 Westerre Parkway, Suite C
Richmond, VA
23233

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