Geer Financial Services
Finance · Kentucky, United States · 1-10 Employees
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Overview
Headquarters
295 N Hubbards Ln Ste 201, Louisville, K...Phone Number
(502) 895-6644Website
www.geerfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Geer Financial Services
Geer Financial Services is an ultra-high net worth life insurance boutique that specializes in customized, insurance-based asset strategies for clients with portfolios ranging from $25 million to over $1 billion. The company focuses on estate planning, charitable planning, and business owner planning, aiming to reduce tax liability and maximize income and assets for its clients. With a collaborative approach, Geer Financial Services builds strong relationships with clients and industry professionals to secure optimal financial solutions. Their client base is both domestic and international, reflecting their comprehensive service offerings.Explore more
Geer Financial Services Org Chart
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Geer Financial Services is an ultra-high net worth life insurance boutique that specializes in customized, insurance-based asset strategies for clients with portfolios ranging from $25 million to over $1 billion. The company focuses on estate planning, charitable planning, and business owner planning, aiming to reduce tax liability and maximize inc... Read More
