Company

At Greenstone Financial Group LLC, 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 strategies 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. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (603) 766-1997.