Hopper Financial

Hopper Financial

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We are a family-owned and family-focused insurance and investment firm committed to helping families PAS is a wholly owned subsidiary of Guardian.

Photos from Hopper Financial's post 02/27/2026

Thank you to everyone who attended our monthly Final Friday event this morning. It we great to see the crowd, especially with the rain. It was great to hear from Alison Rauch with Greer CPW with some important information on how to maintain a consistent image on social media. Alison does a fantastic job with her communication and social media roles and we know everyone was excited to learn from her. Make plans to join us for the next Final Friday event on March 27th with Johannes Mutzke with BlueInc Strategies.

02/27/2026

We drove to Charlotte yesterday for the annual awards and recognition lunch of our parent firm, Consolidated Planning, Inc.

Being in a satellite location like we are in the City of Greer, SC, it's always energizing to find opportunities to be with colleagues/friends that we don't get to see in person on a regular basis. It was more than worth the drive to celebrate 2025 and be reminded of the literally thousands of families and businesses scattered from Virginia, down to Georgia, and across the country that are served well by our unique approach to financial planning.

You may remember in 2025 Hopper Financial celebrated 10 years of serving our clients and the greater Greer community. Our founding coincided with our affiliation and partnership with Consolidated Planning. We're grateful for the firm's recognition yesterday of Mark's 10 year anniversary.

Looking back on what is now almost 11 years, we're so grateful to have found a firm that aligns with our values, supports our vision to serve our community, provides resources that are second to none, and is built on a planning philosophy to allows us to provide financial balance, clarity, and confidence to our clients that they find nowhere else. Here's to the next 10 years and well beyond with our "CP" family!

Are you a business owner curious about how to efficiently protect, grow, and exit your business?

Are you a professional getting closer and closer to retirement with no clear picture of how ready you actually are (or aren't) to turn your assets into an income that will fund your lifestyle when you're done working?

Are you earlier in your journey but feel unsure how to balance saving, paying down debt, knowing and protecting against the risks that matter, and living the life today with your family that you desire?

This is the work we do with our clients. We should talk - send us a message and the first round of coffee is on us.

Photos from Hopper Financial's post 02/20/2026

It was wonderful to hear from Greenville County Sheriff Hobart Lewis today for our first Faith at Work of 2026. He had us laughing and tearing up as he shared with us his journey to winning election as Greenville County Sheriff in 2020. We appreciate Sheriff Lewis’ leadership and have enjoyed getting to know him a little over the past few years. It’s easy to tell that he’s a genuine man who leads with a Christ-centered focus. Thank you to everyone who was able to join us. Our next event of this series will be Thursday, May 21 so go ahead and mark your calendars!

02/05/2026

Unexpected dental issues bring not only physical pain but can be painful on the finances as well. Reach out to us today for more information on an affordable dental plan that can help mitigate the cost of not only unexpected dental care but annual wellness exams and cleanings as well!

01/25/2026

The Hopper Financial office will be closed tomorrow, but we will be working from home as long as we have power and Internet. We will be back to regular operations on Tuesday, assuming it is safe to do so.

We do still plan to kick off the new year with our first Final Friday of the year this coming Friday, January 30, so make plans to join us if you are a business owner or business executive in the Greer area. It begins at 7:30 a.m. and Johannes Mutzke with BlueInc Strategies will be our speaker.

*our dog Ellie loves the snow. How about yours?

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Telephone

Address


955 W Wade Hampton Boulevard , Suite 4-B (Hampton Centre)
Greer, SC
29650

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm