Company Overview
- Headquarters
- 665 Hulet Dr, Bloomfield Hills MI
- Website
- greystonefg.com
- Phone
- (415) 263-****
- Employees
- 14
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$5B
Total Funding Amount
$350,000M
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.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 5M | Dallas, TX | |||
| 5M | 25 | Hartford, CT | 1993 | |
| 5M | 9 | Berkley, MA | ||
| 5M | 10 | Dallas, TX | ||
| 5M |