6725 116th Avenue, Suite 150, Kirkland, WA 98033

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Kirkland Office

6725 116th Avenue

Suite 150

Kirkland, WA 98033

Phone: (206) 352-9205

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Office: (206) 352-9205

Fax: (206) 352-9186

6725 116th Avenue North East

Suite 150

Kirkland, WA 98033

cleo@greystoneinvest.com

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Greystone Financial and Estate Services, Inc. (CRD No. 318092) is an investment advisor registered with the United States Securities and Exchange Commission (“SEC”). Registration of our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or a solicitation to engage us for investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. You are encouraged to review a copy of our Form ADV Part 2A “Firm Brochure” and Form ADV Part 3 “Client Relationship Summary” when considering engaging any of our services. Copies of these documents are available free of charge by searching for our firm by name or its CRD number at https://adviserinfo.sec.gov/. All information, statements, and opinions contained herein have been obtained or derived from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any of the same. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment.