Greenstone Financial Services, LLC

Greenstone Financial Services, LLC Our clients are the number one reason we do what we do! We help our clients live their best life! Sp

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

Spring is in full swing! Days are getting longer, and summer is just around the corner. Our team has been seriously enjo...
04/07/2026

Spring is in full swing! Days are getting longer, and summer is just around the corner. Our team has been seriously enjoying the extra sunshine and the good springtime vibes.

We hope that you’re enjoying this shift in seasons, too. Don’t hesitate to reach out to us if there’s any way we can support you this spring. We’re here to help you!

It’s April Fools' Day. And while we won’t be celebrating with any practical jokes, we couldn't let today pass without sh...
04/01/2026

It’s April Fools' Day. And while we won’t be celebrating with any practical jokes, we couldn't let today pass without sharing a joke.

We hope that it brought a smile to your face like it did ours — and that you manage to make it through the day without being surprised by any “foolish” pranks!

On a more serious note, if you have any questions or needs, know that we are here to help. Give our office a call anytime.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
03/25/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But...
03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

March is National Credit Education Month, a time dedicated to understanding and improving one important aspect of your f...
03/12/2026

March is National Credit Education Month, a time dedicated to understanding and improving one important aspect of your financial health: your credit. You might know that your credit score plays a big role in borrowing, but do you know what affects it behind the scenes? Take our short quiz to find out!

Looking for more personalized tips on reaching your financial goals? Give us a call today. We’re here to help you take the next step toward a stronger financial future.

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The...
03/05/2026

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The good news amid all of that lost sleep? We will get an extra hour of light at the end of the day. As winter comes to a close, that’s something worth cheering!

Something else to celebrate? Getting your “ducks” in a row ahead of spring. Reach out if we can be of assistance!

Is your credit working for you or against you? In honor of National Credit Education Month, we’re breaking down the cred...
03/02/2026

Is your credit working for you or against you? In honor of National Credit Education Month, we’re breaking down the credit basics everyone should know. Swipe through for helpful reminders.

Understanding your credit is the first step in making it work for you, not against you. If you’d like to schedule a time to talk about how credit fits into your wealth management goals, give us a call. We are here to help.

As February kicks off, it’s the perfect time to show some love to one of our favorite financial topics: investment vehic...
02/25/2026

As February kicks off, it’s the perfect time to show some love to one of our favorite financial topics: investment vehicles. You might know that investment vehicles are tools investors use to grow money, but do you know how specific investment vehicles work? Take our short quiz to find out.

Looking for more dedicated financial education and guidance? Give us a call today. We’re here to help you build a stronger financial future.

When it comes to managing your finances, understanding the difference between accrued interest and compound interest and...
02/19/2026

When it comes to managing your finances, understanding the difference between accrued interest and compound interest and how they work can make a big impact. Swipe through for a breakdown of these concepts and how they may impact your money.

Need help building a wealth management plan that works for your goals? Contact us today to get started with personalized guidance.

Address

4811 S 76th Str, Suite 400
Greenfield, WI
53220

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(414)5335353

Website

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