Goldstone Financial Group
Initial consultation free
Registered investment advisor
Retirement Planning & Investment Advisors Securing Your Financial Future
Live a life in retirement worthy of the sacrifices you've made to get there.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
We can advise you on
Meet our advisers
CEO Anthony Pellegrino
Partner & Vice President of Wealth Management Brian Korienek
Senior Advisor Phillip Shaw
Senior Advisor Joe Davidson
What our clients say
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Bernard F.
Anthony Pellegrino and their team are true professionals! They are always responsive, attentive, and go beyond the call of duty to make sure you understand their products and services. We have been...
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Arthur H.
Working directly with Anthony Pellegrino is like working with family. We have been with Goldstone for over 10 years and have never had a negative issues with the entire staff. All staff is friendly...
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Frank K.
Eight years ago my wife and I transferred our life savings over to Goldstone Financial from the local bank that had been advising us for more than 10 years. Unlike the local bank, Goldstone Financial...
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Gail P.
We have been long term clients of Goldstone and it has been comforting to know that they ALWAYS look out for your best interests and address all concerns. Cannot imagine working with any other...
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Bill W.
Choosing to do business with Goldstone Financial Group was the best financial decision I have made to date. I have initiated several different Roth and Traditional Fixed Annuity accounts with the...
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Arthur R.
Enjoy our relationship in doing business with Goldstone Financial Group. In our forty years of working with financial planners, Goldstone is by far the best in serving the client! - Client Since 2011
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Disclosure
The company we will be matching you to (the "Company") has entered into an agreement (“Agreement”) with Unbiased, Inc. ("Unbiased") to refer potential Clients to the Company. As a result of the Agreement, it is important that you are aware of the following:
Neither Unbiased nor any of its affiliated persons are clients of the Company or investors in any investment vehicles advised by the Company.
At this time, the Company pays no compensation directly or indirectly to Unbiased for referring you. However, the Company will, at a future date, begin paying Unbiased cash compensation for each referral to the Company. The level of compensation Unbiased will receive for referring you will generally be a flat fee that is tiered based on the asset level you reported when you completed the questionnaire.
Unbiased has a conflict of interest, which creates an incentive for Unbiased to refer the company that Unbiased expects will provide it the largest compensation for referring you and others.