Client Testimonials

Lyn Greer always considers your overall financial health and not only assists with investments but also budgeting, savings, and tax and estate planning. We trust Lyn implicitly to assist us with all financial decisions. I would recommend Lyn to anyone seeking a financial planner. - Ed Villamere

Lyn Greer is both professional and approachable. She listens to my needs and desires while offering constructive advice. Lyn will help you to define your financial goals and build an overall financial plan that is totally possible. It is nice to know that someone is looking out for my best interests! I really trust Lyn. - Amanda Cottrell

I feel very lucky to have found Lyn Greer. She is the kind of financial planner that I believe everyone should have. Lyn is not only interested in helping you with your money, she is passionate about helping you to live the life you dream to live. Lyn helped me to plan financially for my future goals and dreams while managing my current situation. I have referred many friends and family members to Lyn without reservation and they have all had the same experience. Lyn, I can't thank you enough. - Natalie Haynes

Trust is the first and most important thing that I value in a financial advisor. I know that Lyn will handle my transactions and investment decisions in a discreet manner and that the information I provide her is kept confidential.

A second important point is professional integrity and ethical standards – I feel that I am receiving an unbiased, impartial opinion from Lyn that allows me to make the most suitable decision, given all the facts she provides.

A third point is professional competence – I feel that Lyn is very knowledgeable about the financial market and provides me with solid information on the market trends and what types of investments would be most appropriate at any given time.

A final point is professional style – Lyn is very approachable, always willing to discuss financial matters and makes herself available, whether by phone, email or setting up a personal meeting. I highly recommend Lyn to anyone who is considering consulting a financial planner. I have been with Lyn since 2001 and can vouch for her. - Larry James

Thanks Greer Team! I appreciate that Lyn listens carefully, and works with me and my life goals to work towards what I want to create in my life. With patience, intuition, and gentleness, Lyn has coached me and helped me demystify my own finances, helping me to create a healthy attitude about money, its growth, and its ability to help me live out my dreams. She’s forthright and passionate about what she does, responsive whenever I need her. Thank you Lyn for the continued coaching, and Lydia for always following up with me to keep me in check. - Amber Lin

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.