Tactful and comprehensive financial strategy just for you.
We’ll develop an individualized comprehensive financial plan with your needs at the forefront, creating a diverse portfolio and delivering consistent returns.
While the average lifespan is increasing, so is the possibility of outliving your savings. Our team is committed to help develop a strategy that outlives you. One that will continue to work for you throughout the volatile market.
For those with a variety of assets saved but aren’t sure how to maximize your positions. With the right guidance and focus, you can easily replace your paycheck with retirement income options and build your savings to fully enjoy your retirement years. Let’s work together to ensure you have a comfortable retirement and feel empowered to make the right financial decisions.
Working with Goldstone has been a true blessing. They don’t present you with a sales job…they educate you. Once they educate you, they can structure their services to fit you needs and wishes. Our recent review included a discussion with a high level CPA specialist and was presented with serious tax savings for the next 10 years. The advice was far beyond our expectations, expanding our trust and confidence in the Goldstone Team!
Michael F. (Client Since 2022)
Goldstone has done a very good job for us. In addition to balancing our investments, they implemented plans to reduce our taxes in the future. My wife and I are both retired now and we are confident we can continue to live our lives in comfort and without financial distress.
Alan P. (Client Since 2022)
Anthony Pellegrino and their team are true professionals! They are always responsive, attentive, and go beyond the call of duty to make sure you understand their products and services. We have been clients for over 10 years and found them to be customer service oriented and always providing a full array of social activities to stay in touch with their clients in a non sales setting. We would recommend the Goldstone Financial Group without reservation!
Bernard F. (Client Since 2010)
Jessica you are truly amazing! Like I said earlier I can’t thank you enough! Joe what an amazing team! Best decision was to become part of Goldstone!
Carolina B. (Client Since 2024)
We have been long term clients of Goldstone and it has been comforting to know that they ALWAYS look out for your best interests and address all concerns. Cannot imagine working with any other financial team.
Gail P. (Client Since 2011)
Working directly with Anthony Pellegrino is like working with family. We have been with Goldstone for over 10 years and have never had a negative issues with the entire staff. All staff is friendly and knowledgeable and if they can’t help you directly, they will find someone in their office to satisfy any of your needs. Thanks for all your help Goldstone.
Arthur H. (Client Since 2011)
Choosing to do business with Goldstone Financial Group was the best financial decision I have made to date. I have initiated several different Roth and Traditional Fixed Annuity accounts with the help of Goldstone Financial Group over the past several years and am very pleased with the excellent advice and guidance given to me by their team of Advisors. They helped me roll over several old 401Ks over the years with very little work on my part. The ongoing communications, partnership, and social opportunities are second to none. I give them my highest recommendation.
Bill W. (Client Since 2011)
Browse our television archives to watch Goldstone Financial’s TV appearances on CBS, FOX, WGN and more!
Read the latest articles by Goldstone Financial Group in well-known publications such as Forbes & Kiplinger.
Download now to start reading one of our complimentary guides, full of some of our top financial insights, today!
Take this Complimentary Quiz to identify which of the five areas of retirement is potentially your biggest “Retirement Gap”, and get a no-cost, customized report with your results and suggested next steps.
Website Powered by WGA Global & Simple SEO Group
Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). Advisory services are only offered to clients or prospective clients where GFG and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered by GFG unless a client service agreement is in place. Services will only be provided in states where GFG is registered or may be exempt from registration. Registration does not imply any level of skill or training.
*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
“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.
* Goldstone Financial Group utilizes third-party marketing firms to secure media and publication appearances. Features and appearances may be marketing paid for by Goldstone direct to the media channels and publications listed above. The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group.
Goldstone applied and paid an application fee to be considered for the Inc. 5000 Fastest Growing Companies. The award results were independently evaluated and determined by the Inc. 5000 criteria. Additional information regarding the Inc. 5000 program and full eligibility criteria can be found here.
Goldstone pays an annual fee to be part of the BBB Accreditation Program. The ratings/grades given to Goldstone are independently determined and provided by the BBB and their criteria standards. Additional information regarding the BBB and full details of its Accreditation Standards can be found here.
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.
Notifications
Skip to content
