Greenstone Financial Group, LLC
At Greenstone Financial Group we understand that you have goals you wish to accomplish both personally and professionally. Whether it’s retirement planning, an insurance analysis, college funding or estate planning for you and your family, we have the products, services and expertise to help you achieve those goals. As a Greenstone Financial Group client, you will receive one-on-one planning to he
At Greenstone Financial Group we understand that you have goals you wish to accomplish both personally and professionally. Whether it’s retirement planning, an insurance analysis, college funding or estate planning for you and your family, we have the products, services and expertise to help you achieve those goals. As a Greenstone Financial Group client, you will receive one-on-one planning to help develop and implement strategies using tax-advantaged methods from seasoned and educated professionals. David is dedicated to working with individuals and business owners to help build their assets and protect their wealth by providing strategies specifically related to their needs. It is this commitment to providing quality service that has made Greenstone Financial Group a highly regarded partner. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Products & Services At Greenstone Financial Group, LLC, we provide solutions in the following areas for both business owners and individual investors: Retirement Planning 401(k) Plans Profit Sharing Plans Rollover 401(k) Plans Solo 401(k) Plans 403(b) SEP IRAs Traditional IRAs, Roth IRAs, Rollover IRAs, Simple IRAs Investment Services Mutual Funds Managed Portfolios Stocks Bonds Fixed and Variable Annuities Financial Planning Estate Planning Brokerage Accounts Government Securities Retirement Planning Insurance Planning College Planning Portfolio Analysis Education Funding 529 College Savings Plans Education IRAs UTMAs
Address: 191 Elm Street, Salisbury, MA 01952, USA
Phone: +1 603 766 1997
FAX: +1 603 766 4952
