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Chris Greer, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Special needs financial considerations
  • Business owner considerations
  • Charitable giving
  • Wealth protection strategies
  • Education savings strategies

About Chris

While I like working with numbers, I am inspired by the people side of my work. That's why I carefully manage the number of clients I serve so that each one can expect the personal service that is the hallmark of our branch.

Ours is more than a working relationship; it's a partnership. I want to know your situation in and out. I want you to know and trust me to work in your best interest. And I want you to understand the purpose of everything I recommend so that you feel informed and in control when it's time to...

Work History

  • Edward JonesJune 2013 to Current

Education

  • Nicholls State UniversityBachelor of Arts
  • Nipissing UniversityBachelors

Team Members

  • Carole Vincent
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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