Hopper Financial

Hopper Financial is a financial planner in Greer, SC. The firm serves individuals, families, and businesses in Greer, across the Upstate of SC, and in multiple other states, using a holistic approach to business and personal planning. Its work covers investment planning, insurance planning, group benefits, and business planning. Investment services include traditional, Roth, SEP, and SIMPLE IRAs, mutual funds, 401K and retirement plan rollovers, fixed deferred, variable, and immediate income annuities, brokerage accounts, and college savings. Insurance offerings include life insurance, disability income protection, individual health and dental coverage, Medicare supplement and advantage plans, and personal home, auto, and umbrella liability coverage. Group benefits include medical, dental, vision, group life and disability, 401K and other retirement plans, and key employee bonus and retention programs. Business planning covers key employee retention, exit and succession planning, disability overhead protection, key man insurance, commercial insurance, and buy/sell funding. The firm holds a rating of 4.70 from customer reviews.

Hopper Financial is family-owned, community-focused, and client-driven. Mark and Amanda Hopper moved their family to Greer in 2009 and founded the firm in 2015 with the help of their parent firm, Consolidated Planning. Both began their careers in the insurance and financial services industry in 2006. Mark Hopper, M.A., M.S., is Managing Partner and Financial Representative, focusing on work with individuals and families; Amanda Hopper is an Insurance Agent. The firm's stated mission is to build meaningful and lasting relationships, empower clients to thrive financially, and serve the community. Its core values are integrity, competence, relationship, service, diligence, and prudence. The practice also offers a planning resource called the Living Balance Sheet.

The office is at Hampton Centre, 955 W Wade Hampton Blvd Suite 4-BC, a short walk from West Poinsett Street and about a third of a mile from West Wade Hampton Boulevard. Greer Library is roughly 0.4 miles away, and the Children's Amphitheatre and the College of Adult Professional Studies each sit about 0.3 miles from the office.

The Hoppers have served families and businesses in the Greer community since founding the practice, and the firm's positive rating reflects the customers who have reviewed it.