Every Retirement Needs

A Personal Touch

Securing Your Financial Future™

Tactful and comprehensive financial strategy just for you.

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What we do

Retirement Planning

We’ll develop an individualized comprehensive financial plan with your needs at the forefront, creating a diverse portfolio and delivering consistent returns.

Lifetime Income Planning - Family With Senior Parents And Adult Offspring Walking And Talking In Garden Together

What we do

Lifetime Income Planning

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.

What we do

Wealth Management

Ages 35+

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OUR ADDITIONAL SERVICES

Investment Planning

Investment Planning

Healthcare Planning

Healthcare Planning

Tax Planning

Tax Planning

Legacy Planning

Legacy Planning

asset protection

Asset Planning

TAKE THE QUIZ

What’s Your #1 "Retirement Mistake?"

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.

Meet Our Team Of Trusted Fiduciary Advisors
We believe your financial future is far too important to leave up to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and knowledge to help you realize them. That’s why we’re committed to remaining by your side as partners in achieving the results you desire.

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Client Testimonials

Like Working With Family

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)

Very Knowledgable

Goldstone Financial is a great place to work with and they are very knowledgeable and helpful with all my financial needs. I strongly recommend them.

Patrick H. (Client Since 2012)

They Treat You Like You Are Important

I have nothing but good things to say about this company. They always treat you like you are important to them, even if you are not one of the “big fish” in the realm of investment management. They have guided me without being pushy and have always followed up on questions or inquiries. Their staff is very professional and knowledgeable. They take the time for an annual review with each client, where they not only go over how your investments have been performing, but also suggest alternatives that you as a client may not have been aware of.

Ulrike K. (Client Since 2013)

Exceeded My Expectations

I wanted to take this moment to thank you and your organization for your expert advice and your willingness to keep your client base well informed of the newest and best investment instruments. My wife passed away unexpectedly after a three month battle with lung cancer. Because of the policy, we never had a concern regarding her long term care and now I am able to fund college scholarships for our grandchildren. Goldstone, as an organization, has strengthened my financial position in retirement to a position which has exceeded my expectations.

 William D. (Client Since 2016)

Very Responsive

Goldstone is always very responsive and easy to work with.

  Dean B. (Client Since 2016)

Very Friendly, Helpful, & Professional

Goldstone has been outstanding in helping us plan for our retirement. Justin Reppy is very knowledgeable in financial planning and investments of all types. He took the time to explain to us what our best options were for our individual finances. We have a yearly review and he helps us make adjustements if needed. The whole office staff is very friendly, helpful and proffessional.

Karen R. (Client Since 2018)

Very Helpful & Honest

Very helpful and honest company that I have only been attached to for slightly less than a year. They care about their clients and give to the community. I’m happy I made the change to Goldstone.

Ed L. (Client Since 2020)

Our Media

Securing Your Financial Future

Browse our television archives to watch Goldstone Financial’s TV appearances​ on CBS, FOX, WGN and more!

Recently Published Articles

Read the latest articles by Goldstone Financial Group in well-known publications such as Forbes & Kiplinger.

Goldstone Financial Group

Our Informative
Guides

Download now to start reading one of our complimentary guides, full of some of our top financial insights, today!

Ready For The Next Step?
Start Your Investment Planning Discussion!