Financial News

Transparent Retirement Planning: Goldstone Financial Group Launches Reviews Page

Goldstone Financial Group (630-620-9300), an established financial planner with offices across Illinois, Tennessee, Wisconsin and Ohio, has created a new testimonials page on their website to bring greater transparency to their services.

-- Goldstone Financial Group is committed to making their financial advisory services as transparent as possible, which is why they are pleased to announce that all their customer reviews and testimonials area available in one easy-to-access place on their updated website.

More information is available at https://www.goldstonefinancialgroup.com/client-testimonials/

Anthony Pellegrino, CEO and Founder of Goldstone Financial Group, appreciates that finding the right match in a financial advisor is an extremely personal process, and he points out that many clients who are either searching for their first advisor, or for a new one, want to know what people just like them have to say.

The Goldstone team also stress that building long-term relationships based on trust and open communication is just as critical as financial expertise.

This is why their process for new clients begins with what they call a comprehensive ‘Discovery Session’, which allows clients to meet with them in person at one of their main offices or virtually, from the comfort of home.

During this initial meeting, an advisor from Goldstone’s team will help clients to ‘discover’ what their ideal retirement looks like, develop a clear picture of a client’s current financial position and plan for how they can reach the position they need to achieve that ideal retirement.

Their ongoing retirement planning services encompass income, investment, tax, health and legacy planning.

As one of the testimonials on Goldstone’s new page—by a client who has been with the advisors since 2011—affirmed, “Choosing to do business with Goldstone Financial Group was the best financial decision I have made to date. I have initiated several Roth and Traditional Fixed Annuity accounts with the help of Goldstone Financial Group over the past several years and am very pleased with the excellent advice and guidance given to me by their team of advisors. They helped me roll over several old 401Ks over the years with very little work on my part. The ongoing communication, partnership, and social opportunities are second to none. I give them my highest recommendation.”

Another client, who has been with the financial planners for almost 15 years, said, “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 financial team.”*

To date, the financial advisors have received in excess of 5,000 positive reviews.

For more information, visit https://www.goldstonefinancialgroup.com/

*The testimonials and reviews are provided voluntarily by the current clients. There is no compensation for any persons sharing their thoughts or experiences.

"Goldstone Financial Group, LLC (“GFG”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or qualification. This material is provided for informational purposes only. Opinions expressed herein are solely those of GFG. None of the information presented in this material is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation."

Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/

Source: PressCable

Release ID: 89181492

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