You can”t give someone solid financial advice without getting to know them first. That”s how Amy L. Greiner, a local Edward Jones financial advisor, sees it.
The Dacula businesswoman said her mission is to “help people achieve their long term investment goals allowing them to retire comfortably.”
Greiner also aims to inform clients about their options through one-on-one meetings and educational seminars.
“I don”t put everybody into a one-size-fits-all formula,” Greiner said. She understands that her clients are unique individuals, because she is not a one-size-fits-all professional.
“I”m that strange combination of a people person who also likes numbers,” she said. “I”ve always enjoyed both.”
Added Greiner: “I got a lot of advice while growing up from other family members who also were very interested in investments. A lot of that advice has always stuck with me. It”s these types of insights that – after understanding their needs – I can pass along to my clients.”