Greystone Financial Group LLC

  • Financial Services
  • Bloomfield Hills MI
  • 14 employees
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Company Overview

Headquarters
665 Hulet Dr, Bloomfield Hills MI
Website
greystonefg.com
Phone
(415) 263-5600
Employees
14
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$5B

Total Funding Amount

$350,000M

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Who is Greystone Financial Group LLC

Greystone Financial Group LLC is a financial planning firm located in Bloomfield Hills, Michigan. The company employs 14 individuals and generates approximately $5 million in annual revenue. Greystone Financial Group provides financial planning services, specializing in personalized strategies tailored to clients' individual needs. Their team of professionals, including CPAs and estate planners, works collaboratively to deliver comprehensive financial insights. Greystone distinguishes itself through its commitment to acting as a fiduciary, prioritizing clients' best interests. Their fee-only service structure emphasizes transparency and integrity. The firm prides itself on offering a concierge-level experience, guiding clients through various life stages with customized financial plans. For inquiries, potential clients can visit Greystone Financial Group's website at greystonefg.com.

Company Leadership

Kristie Guadiano

Partner

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Greystone Financial Group LLC Industry Tags

Financial Services
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Greystone Financial Group LLC Tech Stack

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FAQ

What is the location of Greystone Financial Group LLC's headquarters?
The headquarters of Greystone Financial Group LLC are situated at 665 Hulet Dr, Bloomfield Hills MI
What is Greystone Financial Group LLC's phone number?
Greystone Financial Group LLC's contact number is (415) 263-5600.
What is Greystone Financial Group LLC's official website?
The official website of Greystone Financial Group LLC can be found at greystonefg.com.
What is Greystone Financial Group LLC's current revenue?
As of June 2023, Greystone Financial Group LLC's annual revenue reached $5B.
How many employees does Greystone Financial Group LLC currently have?
Greystone Financial Group LLC employs approximately 14+ people as of June 2023
Which industries is Greystone Financial Group LLC primarily operating in?
Greystone Financial Group LLC operates in the following industries: Credit, Finance
Who is the Partner of Greystone Financial Group LLC?
Greystone Financial Group LLC's Partner is Kristie Guadiano
What are Greystone Financial Group LLC's industry tags?
Greystone Financial Group LLC's industry tags include: Financial Services
What is Greystone Financial Group LLC's total funding to date?
Greystone Financial Group LLC has secured $350,000M as of June 2023

Employee Directory

Key Employees

Todd Moss

Founder and Managing Partner

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Thomas Nuzzi

Equity Trader

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Eric Moss

Director

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Lori Vernier

Business Operations

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