Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future, but also remaining by their side as a partner in achieving their desired results. He provides financial strategies targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties. He does this by putting your needs first. As a fiduciary, Anthony has a legal responsibility to put your needs ahead of his own and is held to a higher ethical standard than non-fiduciary advisors.
Anthony has helped more than 2,500 clients bridge the paycheck gap during retirement by utilizing accounts with lifetime income features to guarantee earnings and create a paycheck for life. He also offers professional asset management through a diverse portfolio of actively managed accounts and securities.
You may have seen Anthony on Sunday mornings on CBS 2 as the co-host of the television show “Securing Your Financial Future.™” The show previously aired for five years on WLS 890AM radio, where it was ranked one of the most listened to* financial and economic radio talk shows in Chicago.
In his career, Anthony 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.** He also was named a Five Star Wealth Manager*** in Chicago magazine twice, as voted by his clients and peers. This consumer-based award in the financial services industry is given to wealth managers in the Chicago area who score highest in overall client satisfaction. His growing success led him to share the stage with former President George W. Bush in Washington, D.C. at the Ronald Reagan International Trade Center.
Anthony is honored to be recognized as a financial authority in the Chicagoland area. He holds a Series 65 securities license and is an Investment Advisor Representative (IAR) of Goldstone Financial Group, which is a Registered Investment Adviser (RIA). He also holds an Illinois insurance license.
*as ranked by Nielsen Audio
**as ranked by Advisors Excel
***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. The Five Star award does not evaluate quality of services provided to clients and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us.