Greystone Financial Group
Financial Services • 
Bloomfield, Michigan, United States • 11-20 Employees
Company overview
| Headquarters | 665 Hulet Dr, Bloomfield Hills, Michigan 48302, US |
| Phone number | +12482671270 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, Financial Planning, Investment Management, Fiduciary Solutions, 401(K) Management, 401(K) Planning |
| Employees | 11-20 |
| Socials |
Key Contacts at Greystone Financial Group
Todd Moss
Founder And Managing Partner
Eric Babcock
Director
Eric Moss
Director
Allison Dubreuil
Director
David Detrick
Director
Candace L Campbell
Hr Director/ Corporate Admin
Greystone Financial Group Email Formats
Greystone Financial Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@greystonefg.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@greystonefg.com | 62.5% |
{first name}{last name} | johndoe@greystonefg.com | 37.5% |
About Greystone Financial Group
At Greystone, you have a dedicated, hand-picked team of professionals who are knowledgeable in your personalized areas of focus. Using a systematic and analytical team approach, we bring together a range of specialists, including CPAs and estate planners, to provide robust, well-rounded, creative insights. We work hard to understand the world of finance and how it affects our clients’ objectives using an intuitive and discerning perspective. We aim to provide a robust concierge experience, specifically tailored to implement financial plans designed to guide clients throughout every life stage. As a fiduciary our primary focus is to benefit our clients and act in their best interests. As a fee-only service, we strive for integrity in our financial planning. We are committed to offering unsurpassed insights to each and every client, keeping our eyes on the future success as we help you reach your goals and dreams. Get to know our Greystone team, and you’ll understand what makes Greystone unique. Each and every team member brings a special set of skills to the table, with the specific objective of helping your each your goals.
Greystone Financial Group revenue & valuation
| Annual revenue | $14,500,000 |
| Revenue per employee | $964,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $46,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Greystone Financial Group has 8 employees across 6 departments.
Departments
Number of employees
Funding Data
Greystone Financial Group has never raised funding before.
United Arab Emirates
New Zealand
Frequently asked questions
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