PROVIDING INVESTMENT ADVICE AS PART OF THE DAVE RAMSEY PROGRAM IN THE UPSTATE SINCE 2001
The LPL Financial Advisors at Sims & Karr Financial Solutions offer financial services and retirement planning throughout greater Greenville, SC. Located in Greer, SC, the financial professionals of Sims & Karr are SmartVestor Pro's for Dave Ramsey providing strategies for, but not exclusive to, investments, retirement and estate planning, long-term care, as well as college planning.
When making plans for retirement, or looking for advice on investing, you need to speak with someone "with the heart of a teacher." Our LPL Financial Advisors give you the time and helpful information you need in order to understand all your options and make the best choices to fit your situation and goals. It is our honor and commitment to provide you with quality service and objective advice. As the SmartVestor Pro for Dave Ramsey in this area, we guide our clients on a path of wise financial decisions for today that will lead to effective wealth management.
Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor Pro are affiliates of Sims & Karr Financial Solutions or LPL Financial.
HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS
Our experienced LPL Financial Advisors, Roger Sims and Jason Karr, have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation and needs.
There is no cost to meet with us to discuss your needs with investments, 401(k) rollovers, retirement planning, college planning, mutual funds, estate planning, long term care insurance, and many other financial concerns. We look forward to seeing you!
ARE YOU RETIREMENT READY?
At Sims & Karr Financial Solutions, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Download Our App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
