Broker Check
Philip Greer

Philip Greer

Financial Professional

Knowledge is the key to a successful financial future. Preparing for the next step in life and protecting those you love isn’t always easy.  I am dedicated to making a difference in people’s lives.  My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.