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Business Profile

Investment Advisory Services

Goldstone Financial Group, LLC

About

About This Business

Goldstone Financial Group wants to help you reclaim control over your financial future. Founded in 2000 by certified fiduciary and current firm principal, Anthony Pellegrino, Goldstone Financial Group specializes in providing each of its thousands of clients with thoughtful, tailored, and comprehensive financial strategies that will create a solid financial foundation for their retirement. At Goldstone, we strive for you to live a life in retirement worthy of the sacrifices you made to get there. Get in touch with our financial planners today and start letting your money work for you.

Products and Services

Asset Growth
Client Servicing
Comprehensive Financial Plan
Financial Advisors
Financial Insights
Financial Strategy
Investment Accounts
Investment Adviser
Investment Gains
Life Insurance Plan
Plan For Our Retirement
Registered Investment Advisor
Retirement Income Strategy
Estate planning
Financial planning
Insurance purchase consulting
Investment advising
Retirement savings consulting
Tax planning
Wealth management
Wealth Managment
Asset Protection Planning
Client Login
Complimentary Consultation
Comprehensive Plan
Custom Strategy
Legacy Planning
Longevity Plan
Personal Services
Expense Analysis
Individual Finances
Investment Portfolio
Diversified Portfolio
Investment Strategy
Lifetime Income Planning
Long-Term Care Strategies
Comprehensive Retirement Plan
Custom Investment Strategy
Personal Finance Services
Business Development
Elder Care Plans
Estate And Legacy Planning
Fiduciary Financial Advisor
Healthcare Planning
Investment Advice
Investment Advisors
Investment Advisory Services
Investment Planning
Investment Risk Management
Investment Strategies
Legacy Planning Strategies
Locations Services
Money Management
Personal Financial Advice
Portfolio Management
Retirement Income Planning
Retirement Income Strategies
Retirement Investment
Retirement Savings
Specialty Services
Tax Minimization Strategies
Tax Regulations
Tax Strategy And Planning
Wealth Management Plan
Wealth Protection

Business Details

BBB File Opened:
2/23/2009
Business Started:
10/25/2012
Business Started Locally:
6/1/2000
Business Incorporated:
11/1/2008
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Anthony Pellegrino, Owner
Mr. Brian Korienek, Partner

Additional Contact Information

Customer Contacts
Mr. Anthony Pellegrino, Owner
Melissa DaRosa

Licensing information

  • Certified Financial Planner

    Series 65 License

    Series 63 License

    Series 7 License

    Series 6 License

Additional Information

Other Resources
Certified Financial Planner Board of Standards, Inc.
1425 K Street NW
Washington DC 20005
http://www.cfp.net/
Financial Industry Regulatory Authority

Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

More Resources

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