Call Us
(864) 469-5991
Our Location
404 Memorial Drive Ext.
Suite C
Greer, SC 29651
BULL FINANCIAL
How to Become a Client
A brief overview of the process to partner with Bull Financial.
"We attended Barry's seminar and I was expecting to hear the same information that we already knew. When we left the first evening class, I was enticed and already looking forward to the next evening. He delivers sound advice, but more importantly he fully knows and understands all these aspects of financial planning for retirement that even when the projector is turned off, he can keep teaching. Through the years that we have been using him, Barry has significantly increased our portfolio and we're confident that we will be able to comfortably retire soon."
-Chad Carter
Data Project Services, LLC
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.
How to Become a Client
1 - Initial Call:
Schedule a 15-minute call with Bull Financial via phone, email, or the provided scheduling link. Choose a time that suits you best and come prepared with any questions you have about our services. This call is centered around you, so we'll focus on understanding your needs to see if we're a good fit to work together.
2 - Schedule an Appointment:
Arrange a meeting with us, either in person or virtually, with in-person meetings preferred if possible. We'll send you a link to complete a financial information form, which will help us understand your situation and the complexity of your planning needs. During the appointment, we'll review your information, discuss your priorities and concerns, and explain how our services can benefit you personally.ally.
3 - Partnership:
Once you're ready to move forward, we'll finalize the necessary paperwork and schedule your first comprehensive client meeting. Here, we'll refine an initial plan that addresses your priorities and concerns, as well as any additional details that need attention. This marks the beginning of our collaborative journey together.
