About GREYSTONE FINANCIAL GROUP, LLC
Greystone Financial Group, LLC is a highly reputable financial advisory firm that offers a wide range of services to meet the unique financial needs of their clients. With a strong team of experienced financial experts, Greystone Financial Group, LLC is dedicated to providing top-notch financial advice and guidance to help their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offering personalized and comprehensive financial planning services
- Creating customized investment strategies to help clients build wealth and achieve financial success
- Providing timely and accurate market insights and financial analysis to empower clients to make informed decisions
Facts and Insights
Greystone Financial Group, LLC has been in business for over 15 years and has a track record of success in helping clients achieve their financial goals. With a team of over 50 financial advisors, they have the expertise and resources to provide top-notch financial services to individuals, families, and businesses.
As of December 2020, Greystone Financial Group, LLC has over $5 billion in assets under management, making them one of the leading financial advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 15+ years |
Financial Services Offered
Greystone Financial Group, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Greystone Financial Group, LLC serves a broad range of clients, including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
- Non-profit organizations
- Corporate executives
Fees & Compensation
Greystone Financial Group, LLC operates on a fee-only basis, ensuring that their clients receive unbiased and transparent financial advice. Their fees are based on a percentage of the client’s assets under management and are presented to clients in a clear and straightforward manner.
Background
Greystone Financial Group, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. Today, the firm is managed by a team of seasoned financial professionals who are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Greystone Financial Group, LLC is required to disclose any disciplinary actions or legal proceedings that may have taken place against any of their advisors. As of December 2020, there have been no disciplinary actions or legal proceedings against any of their advisors.