Schedule your FREE tax analysis

Learn how Goldstone Financial’s fiduciary advisors can help you save hundreds of thousands of dollars in retirement taxes with just a few simple strategies. Get to know our founder, Anthony Pellegrino in the video below and schedule your FREE tax analysis today.

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4000+

CLIENTS

20+

YEARS IN BUSINESS

10+

Office Locations

+97%

client retention rate*

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)

As Seen In The Media

How It Works

Schedule

Set up a time that works at your convenience to speak with an advisor.

1 –

Speak

When the time comes to meet, our fiduciary advisors will give you the best-in-class recommendation based on your situation.

2 –

Save

We'll confirm your newly updated financial plan & you'll be able to see it in action, working in your best interest, and remain aligned your financial goals. That's retirement made easy as 1-2-3

3 –

Have a specific question you'd like answered immediately?

Our advisors are ready and willing to help at any time. Just fill out the form below and we'll get in touch!

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Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). 

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

* The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group.

*Decrease in retirement tax burden is only an estimate for demonstrative purposes, compared to having no tax strategy plan in place.

*Retention rate is based on client reports from January 2020 through September 2022.