Appearances On:

Do You Have An Investment Plan Or Just An Investment Portfolio?

At Goldstone Financial Group, our in-house team of experienced financial planners will help you with every aspect of your asset management planning. Unlike other advisory firms, we create a complete financial plan not just an investment plan.

Retirement Planning

Investment Management

Income Planning

Tax Planning

Estate/Legacy Planning

Retirement Advisors & Financial Experts
Securing Your Financial Future™

Retirement Advising
What we do

Retirement Planning

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

secure your future
Retirement Advising
What we do

Investment Planning

While the average lifespan is increasing, so is the possibility of outliving your savings. Our team is committed to help develop a strategy

DESIGN YOUR STRATEGY
Retirement Advising
What we do

Income Planning

For those with a variety of assets saved but aren’t sure how to maximize your positions. With the right guidance and focus.

build your wealth

Our Trusted Financial
Partners

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.

take the quiz!
Retirement Quiz Preview

Meet Our Experienced Team Of Trusted Investment & Retirement 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.

Anthony Pellegrino
What we do

Anthony Pellegrino​

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.

Anthony Pellegrino
What we do

Brian Korienek

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Pat Quinn

With a rich history of over 20 years in education and public speaking. Pat Quinn stands as a beacon of knowledge and experience in the realm of retirement planning.

Anthony Pellegrino
What we do

Liz Esarey, CPA

Elizabeth (Liz) is passionate about helping clients save taxes. She began her career by co-founding a tax and accounting firm.

Anthony Pellegrino
What we do

Jessica DeBold, CFP®, EA

Jessica DeBold began her career in the financial services industry in 2006. As a child, Jessica was inspired to be a part of this industry by watching her father work with his employees and coach them on the steps that needed to be taken to achieve their retirement goals.

Anthony Pellegrino
What we do

Phillip Shaw, CFP®

With a passion for retirement and income planning, Phillip Shaw entered the financial planning industry after meeting people who lacked access to well-informed and unbiased advice.

Anthony Pellegrino
What we do

Ashlee Walton

Ashlee Walton is a seasoned financial planner with over a decade of expertise in crafting comprehensive financial strategies, including tax minimization on your investments.

Anthony Pellegrino
What we do

George Lertpatanakul

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino

Justin Reppy

justin ensures that everyone who walks through the doors at Goldstone is better informed about their current investment holdings than when they arrived. As an Investment Advisor Representative (IAR) and a fiduciary, Justin is required by law to act in his clients’ best interest, a task he doesn’t take lightly.

Anthony Pellegrino

Joe Davidson

Joe Davidson is committed to helping individuals and families achieve their retirement goals. He makes sure that his financial strategies are equipped with proven tools and resources to help guide his clients to the financial freedom that they worked so hard for and deserve.

Anthony Pellegrino

Kamil Bonifaciuk

Kamil Bonifaciuk is devoted to assisting people and families in achieving their retirement objectives. He observed people making decisions that would negatively impact their financial future and made a commitment to help others by becoming a resource.

Anthony Pellegrino
What we do

Andrew Owen

Andrew is a seasoned financial professional with a bachelor’s in finance from Villanova University and years of expertise crafting comprehensive financial strategies.

Anthony Pellegrino
What we do

Jared Rus

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Patrick Peck

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Clayton Dixon

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Galo Baca

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Matteo Pellegrino

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Dawn Shanahan

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Ryan Marietta

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Jeff Weglarz

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Jarrad Sanchez

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Bruce Pusateri

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Harry Andler

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Sharon Applegate

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Riva Rush

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Cristina Narsolis

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Sarina Schutte

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Teresa Perez

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Tina Alanis

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Alison Brodhacker

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Lisa Sanchez

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Melissa Johnston

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Dorothy Orozco

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Nicole Celestino

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Nadia Pellegrino

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Jennifer Macari

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Ryan Hernandez

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Siddhi Naik

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Leticia Delgado

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Maria Provenzano

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Melissa Limon

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino

Stephanie Behnke

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Melissa Schofding

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

Anthony Pellegrino
What we do

Melissa DaRosa

As partner and a member of Goldstone’s leadership team, Brian guides individuals and families on a path toward a financially secure retirement.

MEET OUR TEAM

See What Our Client’s Say About Goldstone Financial

I can’t say enough good things about Goldstone Financial Group.

I can’t say enough good things about Goldstone Financial Group. My wife Cheryl and I have had financial advisors through our employers which was minimal at best and then transitioned to a financial advisor when my wife left for another job. The comparisons between what we had to what we have now is just unbelievable. We were initially introduced to Anthony the CEO. He is a pleasant and welcoming personality and not a stuffy CEO in the least. Phillip our chief financial planner has just done amazing things with our portfolios since taking over. My wife and I were getting close to retirement and there were lots of questions and anxiety as we went from making money working to living on what we had saved and invested. Not only did he get all our various accounts in a fashion that made it easier to access and withdraw from, but his coworkers are tax experts and retirement experts. Goldstone Financial Group really helped navigate us through a challenging time in our life AND I might add, without even asking, somehow got our taxes to be around $300 to the Feds and $50 back from the state! Absolutely amazing with our first year retirement taxes. He got us through the transition and cannot thank him enough for what he did and continues to do for us. Phillip, my wife and I had quarterly meetings at first but really the tax thing just happened in the background. Phillip is so pleasant and easy to understand and if we don’t understand he explains it in a way we both can comprehend. Even though the company is in Chicago and we live in Wichita KS and we’ve never personally met, we both consider him a friend and not just a financial advisor. EVERYONE we have had interactions with at Goldstone Financial Group have been pleasant, understanding, and helpful as we traversed this new chapter in our lives. Please take our advice and invest with Goldstone Financial Group! We both don’t fret a bit over our finances now that we’re retired because we know it is in great and qualified hands. You will not regret the decision to use Goldstone Financial Group!

Cheryl & David Donelan
Client since 2024
They Are The Best

Highly recommend Goldstone Financial. They are the best, especially Joe Davidson.

Cheryl S.
Client Since 2022
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
Very Professional & Very Personable

Love working with EVERYONE at Goldstone Financial. Very professional and very personable….they make you feel like you’re a member of the family. Highly recommended.

Robert L.
Client Since 2019
Supported Us Every Step Of The Way

Goldstone Financial has been informative, enlightening and educational about our finances. They looked over our entire financial portfolio, determined if retirement was on target, and have supported us every step of the way.

Lisa M.
Client Since 2018
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 adjustments if needed. The whole office staff is very friendly, helpful and professional.

Karen R.
Client Since 2018
Family Friendly Business

A great company to work with, planning your financial future. Solid investments. Family friendly business!

Harvey B.
Client Since 2018
Friendly & Responsive

I’ve attended several presentations put on by Anthony and his team. I’ve learned something new during each of the presentations. Anthony is very knowledgeable and informative on strategies for securing an income stream during retirement. His staff is very friendly and responsive to your needs.

Karen W.
Client Since 2017
Good, Impressive Management & Staff

Good, impressive management and staff. No pressure environment. Goes a step beyond with investor appreciation events.

Ed K.
Client Since 2017
Excellent Customer Service

Excellent customer service. I started with them 8 years ago transferring one account. Now, I have transferred all my 401K to them. They invest in different companies and explain everything. I highly recommend them.

Janice G.
Client Since 2017
First-Class, Very Professional, & Customer Friendly

My husband and I signed on with Goldstone Financial Group almost a year ago. Our initial meeting with Anthony was very informative and relaxed. Anthony took the time to explain options to us in terms we could understand and with a lot of patience. The entire Goldstone family is first-class, very professional, and customer friendly. It is refreshing to know that, once you’ve signed on the dotted line, you are not forgotten. They are always planning special events for their existing clients, which is both good marketing and great customer service. I would highly recommend Goldstone Financial Group for all your investment and retirement needs.

Luann M.
Client Since 2017
Very Responsive

Goldstone is always very responsive and easy to work with.

Dean B.
Client Since 2016
Excellent Seminar Presentation

Excellent seminar presentation and it was a great informative evening.

Rajesh S.
Client Since 2016
Pleasant & Easy To Work With

Both my husband and I have attended several seminars presented by the financial advisors. We both learned a lot of useful information which led us to seek their personal financial advice. All of the members of the office were very pleasant and easy to work with.

Anne K.
Client Since 2016
Gives Clients Undivided Attention & Thoughtful Advice

Goldstone Financial Group gives clients undivided attention and thoughtful advice when choosing from wide-ranging investment opportunities. The staff are friendly and professional at all times.

Sharon V.
Client Since 2016
Genuinely Concerned About Clients

Excellent presentation. Anthony is genuinely concerned about his clients. I have been a client for four years and have referred several clients to this firm. I moved my IRA accounts to this firm in a fixed annuity and have not worried about market conditions since.

Robert K.
Client Since 2016
Sound Financial Advice

I had a very good experience with Goldstone Financial Group starting with a delicious dinner at a fine restaurant. At a subsequent meeting, various options were explained to me, I feel I was given sound financial advice, and I chose the option which best suited my needs. Everything went smoothly from there and I am very happy with my decision to go with Goldstone.

Mary W.
Client Since 2015
The Professionalism Of The Entire Team Is Outstanding

We attended a dinner event and after hearing the presentation decided to make an appointment with Anthony to discuss our investments. The professionalism of the entire Goldstone Financial Group team is outstanding. We have been continually impressed with the consistent contact and follow-up on a regular basis. Knowing that our investment portfolio is in good hands gives us great peace of mind. We highly recommend Goldstone Financial Group to anyone looking for sound investment advice.

Catherine T.
Client Since 2015
Concerned About Their Clients

So happy to be part of a group that is concerned about their clients. The consideration they have for their people especially at Thanksgiving with the pumpkin pies is really appreciated. I recommend them to anyone who wants to invest their money. I have already mentioned them to my friends. Great group of people. Anthony and Goldstone’s Sunday morning television show is very informative.

Charlotte R.
Client Since 2015
Felt Valued As New Clients

Our first Goldstone Financial Group customer event (Kane County Cougars) baseball game was totally enjoyable. Great baseball game, good food and drinks, friendly people and great Goldstone Financial Group personnel made our evening memorable. My wife and I felt valued as new clients from the service and attention received by Goldstone personnel during the event. We met several new acquaintances and feel like we are part of the Goldstone Financial Group family now. Please expect our heartfelt appreciation for arranging and managing a fun and enjoyable evening.

Michael M.
Client Since 2014
Family Owned & Operated

Great company, beautiful family owned & operated team business! Thank you & God Bless.

Cindy Y.
Client Since 2014
Easy To Reach & Talk To

Anthony, Brian, Justin and the rest of the team helped us plan for our retirement. They are easy to reach and talk to. Very good organization.

Richard R.
Client Since 2013
Far Above The Rest

After working with several financial advisors, we are glad we found Goldstone. They are the best and far above the rest. As a finance major, I am impressed with their knowledge and understanding of the markets and financial tools available.

Bill D.
Client Since 2013
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
Extremely Professional

Goldstone is extremely professional and shows personal interest and concern for its patrons. The appointments are conducted well and on time. The staff is also a good representation of the entire organization. A good company to do business with!

Cheryl R.
Client Since 2013
Very Welcoming & Helpful

The culture of this company is absolutely great, the team is very welcoming and helpful. We are very grateful to have heard about this firm at the right place and right time years ago. Goldstone was and continues to be a positive experience for us, and I am comfortable in knowing that we made the best decision.

James B.
Client Since 2012
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
Made Us Feel Like We Are One Of The Family

My wife I have been with Goldstone for almost 10 years and I can say it was one of the smartest decisions we made to have them help us manage our future. We have been very happy with how Goldstone has managed all our investments and helped us plan for retirement. Both Anthony, Brian and the entire team have made us feel like we are one of the family. We have told several friends and family about them and they are also glad we did.

William S.
Client Since 2011
By Far The Best In Serving The Client

Enjoy our relationship in doing business with Goldstone Financial Group. In our forty years of working with financial planners, Goldstone is by far the best in serving the client!

Arthur R.
Client Since 2011
Professional Approach

Eight years ago my wife and I transferred our life savings over to Goldstone Financial from the local bank that had been advising us for more than 10 years. Unlike the local bank, Goldstone Financial Group has set us on a track of growth that we had not previously seen with our local bank. Goldstone have made themselves and their staff available to address any concerns regarding our retirement future needs. We are thankful for the professional approach that Goldstone Financial Group has demonstrated in the advising and handling of all our retirement needs. We enjoyed the chance to celebrate their success and ours at the Adler Planetarium dinner this year. Thank you, Anthony and the entire Goldstone Financial team!

Arthur H.
Client Since 2011
Excellent Advice & Guidance

Choosing to do business with Goldstone Financial Group was the best financial decision I have made to date. I have initiated several different Roth & Traditional Fixed Annuity accounts with the help of Goldstone Financial Group over the past several years & am very pleased with the excellent advice & 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, & social opportunities are second to none. I give them my highest recommendation.

Bill W.
Client Since 2011
They Always Look Out For Your Best Interests

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
Highly Recommend

I highly recommend them, they are great.

Colette C.
Client Since 2010
Best Decision Was to Become Part of Goldstone

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 Feel Valued

Dear Liz and Goldstone Team, You are all so amazing. We feel valued. So glad we found you.

Stephanie N.
Client Since 2025
True Professionals

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
We Can Continue To Live Our Lives in Comfort

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
Presented With Serious Tax Savings For The Next 10 Years

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
Exceeded My Expectations

I wanted to take this moment to thank you & your organization for your expert advice & your willingness to keep your client base well informed of the newest & best investment instruments. My wife passed away unexpectedly after a three month…

William D.
Client Since 2016
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…

Arthur H.
Client Since 2011

Goldstone Media

Goldstone in the News

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

WATCH NOW

Recently Published Articles

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

START READING

Financial Guide

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

BROWSE LIBRARY

Ready For The Next Step?

Get In Touch With Our Retirement Advisors Today schedule a meeting today