Our accomplished advisors, Phillip Shaw, CFP®, Ashlee Walton, CFP®, Jessica DeBold, CFP®, EA, and Kamil Bonifaciuk, CFP®, are here to help guide you to the retirement you deserve.
CFP® professionals meet rigorous education, training, and ethical standards in prioritizing their clients’ best interests for a secure tomorrow. Congratulations to them on their CFP® certifications!
Phillip Shaw, CFP®, and Justin Reppy, have been named Five Star Wealth Managers as voted by their clients and peers. Congratulations to you all!
Anthony Pellegrino has ranked in the top 1 percent of safe money specialists in the nation and was named one of the top 10 Advisors in America in 2013.
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Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG).
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“The Changing Story of Retirement” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
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Goldstone was certified as a ‘Great Place to Work’ in March 2023 after a two-step process including anonymous employee surveys and a questionnaire regarding our workforce. A subscription fee was paid by Goldstone to access the survey website, but no fee was paid to receive the certification. Additional information regarding the Best Places to Work Award and the complete eligibility criteria can be found here.
