Anthony Pellegrino
You're missing out if you don't have a complete investment plan.
Let's talk and make sure you're making every dollar work for you.
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GOLDSTONE FINANCIAL Group
Founder & CEOAnthony 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.
Anthony’s Impact
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.
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 spare time, Anthony enjoys spending time with his wife and three sons. He has a passion for supporting the U.S. military and is an active advocate and sponsor of the USO and Operation Support Our Troops, and he supports many other local charities throughout the Chicagoland area.
*as ranked by Nielsen Audio
Frequently Asked Questions About Anthony Pellegrino
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Yes. Anthony Pellegrino and every advisor at Goldstone Financial Group are fiduciaries, which means that we are required to place our clients’ best interests ahead of our own. As investment adviser representatives (IAR), we are required by law to adhere to our fiduciary responsibility and uphold those standards for every one of our clients.
Anthony Pellegrino holds a Series 65 securities license, as well as various multi-state insurance licenses. As a firm, Goldstone Financial Group is an SEC Registered Investment Adviser (RIA) and fiduciary firm with multiple financial advisors holding licenses and designations including Certified Financial Planner (CFP®), Series 6, Series 63, Series 65, Series 66, and Series 7.
I saw there was a need to help people who are planning for retirement to go above and beyond just having a portfolio. I wanted to introduce people to what a truly all-inclusive retirement plan can be; one that covers all aspects of retirement, from investment and income planning, to tax, healthcare, and estate planning.
Over 20 wonderful years!
Our investment strategy involves a tailored approach that brings together full comprehensive plans which include investment planning, income planning, tax planning, healthcare planning, and estate planning.