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.
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.
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)
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)
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)
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)
Goldstone is always very responsive and easy to work with.
Dean B. (Client Since 2016)
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 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)
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