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About Goldstone Financial Group
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.
About Goldstone Financial Group
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 compreh...
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(3) Reviews for this company
1 Stars
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5 Stars
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Laurel Hays
Been with them for a year. Loving them so far. Been to a few events and my portfolio is up since they've been managing it. They also check in, give me some great tax conversion help and send very nice gifts and thank yous like this happy one year anniversary present.
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Burns-Kish Funeral Homes
We’ve had the pleasure of working with Goldstone Financial for the past year, and I can confidently say they’ve exceeded every expectation. From the moment we walked through their doors, we felt supported, informed, and confident in my financial future. A special thanks to Jessica DeBold, their tax expert, who was incredibly diligent in reviewing our financial details. She identified key mistakes from previous filings from a different institution and made sure everything was corrected with our best interests in mind. Her attention to detail and commitment to doing what’s right for us gave me tremendous peace of mind. I also want to recognize Joe, the senior advisor, for his thoughtful, long-term planning advice. His experience and calm demeanor brought clarity to complex decisions, and his personalized approach made me feel like more than just a client. The entire team at Goldstone Financial operates with professionalism, transparency, and genuine care. I highly recommend them to anyon
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Peter Rachel Reinhofer
The “Goldstone family” is bar none, the best financial group out there! The staff are all authentic, they value & treat all their clients with respect & do a great job successfully managing our finances! The occasional events are a treat & we find very beneficial to meet others’ in the same “boat” as us, to get feedback, ideas & hear their experiences with Goldstone, which we’ve only ever heard be positive! A class act & very good at what they do! Joe Davidson is our guy - and we couldn’t be happier with the job he’s done! Thank you, Joe. Thank you, Goldstone!
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
P
Peter Rachel Reinhofer
The “Goldstone family” is bar none, the best financial group out there! The staff are all authentic, they value & treat all their clients with respect & do a great job successfully managing our finances! The occasional events are a treat & we find very beneficial to meet others’ in the same “boat” as us, to get feedback, ideas & hear their experiences with Goldstone, which we’ve only ever heard be positive! A class act & very good at what they do! Joe Davidson is our guy - and we couldn’t be happier with the job he’s done! Thank you, Joe. Thank you, Goldstone!
B
Burns-Kish Funeral Homes
We’ve had the pleasure of working with Goldstone Financial for the past year, and I can confidently say they’ve exceeded every expectation. From the moment we walked through their doors, we felt supported, informed, and confident in my financial future. A special thanks to Jessica DeBold, their tax expert, who was incredibly diligent in reviewing our financial details. She identified key mistakes from previous filings from a different institution and made sure everything was corrected with our best interests in mind. Her attention to detail and commitment to doing what’s right for us gave me tremendous peace of mind. I also want to recognize Joe, the senior advisor, for his thoughtful, long-term planning advice. His experience and calm demeanor brought clarity to complex decisions, and his personalized approach made me feel like more than just a client. The entire team at Goldstone Financial operates with professionalism, transparency, and genuine care. I highly recommend them to anyon
L
Laurel Hays
Been with them for a year. Loving them so far. Been to a few events and my portfolio is up since they've been managing it. They also check in, give me some great tax conversion help and send very nice gifts and thank yous like this happy one year anniversary present.
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