4969 US Highway 42 • Suite 2100 • Louisville, KY 40222
502-895-6644
502-897-9080

The Geer Financial Process

FLOW OF INFORMATION

Every part of our process is transparent to our clients, keeping the flow of information clear and understandable to all involved.

INTEGRATED SOLUTIONS

We work closely with our clients and their representatives to find the best way to integrate our solutions into overall wealth plans that may already be in place.

OUR ACCOUNTABILITY

Accountability is key. We’re absolutely committed to providing the results our clients expect, and we stake our reputation on the success of our solutions.

WE GET YOU THE BEST RATES

Our personal relationships with many of the top insurance companies in the industry allow us to secure some of the best packages, rates, and deals available.

WE WORK FOR YOU

We work until we get the answer you are looking for – no is never an option.

Read Our Underwriting Process FAQs

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We’ve got the The Best and the Brightest Team in the Industry