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Greer Financial Group, LLC  is a full-service firm, providing expert guidance and personal attention for all of your financial needs. You can always trust that your investments will be managed to reflect your individual situation.



Fee based advisory services processed through and supervised by Liberty Partners Capital Management, LLC (LPCM) – a SEC registered investment advisory firm.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Note that any assessment presented here considers several relevant factors but many not consider all factors that are relevant to your particular needs. This information does not suggest future results nor is it intended to suggest what is prudent and appropriate for you. You should not make assumptions about the future performance of your investments based upon this information.

This communication is strictly intended for individuals residing in the state(s) of CA, ID, MD, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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