Edward Jones - Financial Advisor: Joshua M Pucci

Welcome to Greer Financial Group. We provide comprehensive financial strategies and guidance for small business owners and those heading into retirement or already retired. Growing a small business is one of the hardest but most gratifying careers. Your business is your livelihood and, as such, any hiccups can have repercussions. We’re here to help you prepare for those hiccups and strategize a way to build your business, so you have a legacy to leave your children and grandchildren. We know there is no singular, best place in which to place your retirement, because each retiree or couple have varying goals for their sunset years. It’s our duty to work with you to understand these unique goals and build the retirement you envision.

I'm a Virginia native enjoying everything from the mountains to the sea. I love working with customers and helping them with their insurance needs!