TO FIND THE PERFECT FIT
FOR ANY FINANCIAL NEED
FROM AN ULTRA-HIGH NET WORTH LIFE INSURANCE BOUTIQUE
MEET OUR TEAM
– MUHAMMAD ALI
“I'm recognized all over the world now, but my greatness came and started in Louisville, Kentucky–and that's one of the greatest cities in America.”
SEE OUR HISTORY
STRATEGIC ESTATE PLANNING,
AND BUSINESS OWNER PLANNING.
LEARN ABOUT OUR APPROACH
Welcome to Geer Financial Services
Our number one objective is meeting our clients’ every objective with strategies that serve them long into the future.
At Geer Financial Services, LLC, we identify financial strategies through our relationships with industry associates, as well as our partnerships with our clients and their advisors. Our relationships with industry professionals across the country allow us to secure some of the best packages, rates, and deals. Our close collaboration with our clients enables us to determine a well-suited solution for their financial goals.
Whether you’re looking for the best way to bequeath and protect your assets, charitable giving strategies, or key person coverage we have the financial vehicle to help you achieve it. We’ve worked with clients of all kinds and of all ages who have a wide-range of objectives.