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.

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

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.

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

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.

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.

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.

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.

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

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!