Our accomplished advisors, Phillip Shaw, CFP®, and Kamil Bonifaciuk, Candidate for CFP® Certification, are here to help guide you to the retirement you deserve.
CFP® professionals meet rigorous education, training, and ethical standards in prioritizing their clients’ best interests for a secure tomorrow. Congratulations to them on their CFP® certifications!
Phillip Shaw, CFP®, and Justin Reppy, have been named Five Star Wealth Managers as voted by their clients and peers. Congratulations to you all!
Anthony Pellegrino 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.
Website Powered by Simple SEO Group
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 Changing Story of Retirement” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
* The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Goldstone Financial Group.
Goldstone applied and paid an application fee to be considered for the Inc. 5000 Fastest Growing Companies. The award results were independently evaluated and determined by the Inc. 5000 criteria. Additional information regarding the Inc. 5000 program and full eligibility criteria can be found here.
Goldstone pays an annual fee to be part of the BBB Accreditation Program. The ratings/grades given to Goldstone are independently determined and provided by the BBB and their criteria standards. Additional information regarding the BBB and full details of its Accreditation Standards can be found here.
Goldstone was certified as a ‘Great Place to Work’ in March 2023 after a two-step process including anonymous employee surveys and a questionnaire regarding our workforce. A subscription fee was paid by Goldstone to access the survey website, but no fee was paid to receive the certification. Additional information regarding the Best Places to Work Award and the complete eligibility criteria can be found here.
