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Greystone Financial & Estate Services, Inc.

EST. AUM
$117,107,722

CONTACTS
2

CLIENT ACCOUNTS
551

Firm Details

Metro area Seattle
CRD Number 318092
Website greystoneinvest.com
Client types

Overview

Greystone Financial & Estate Services, Inc. is an investment advisory firm based in Kirkland, Washington. With over two decades of experience, the firm is dedicated to providing clients with high-quality financial products and services. Greystone emphasizes building lasting relationships, helping clients assess their financial goals, and participating actively in the management of their finances. The firm's mission is to offer reliable, caring, and trustworthy service in a professional yet low-key relationship, allowing clients the freedom to live their lives while their wealth grows, enhancing their lives and those of future generations.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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