Goldstone Financial Group (630-620-9300) Founder and CEO Anthony Pellegrino reflects on 17 years of retirement planning and wealth management excellence for Chicagoland clients in his latest education push.
-- Personalized planning, relentless focus on a client's best interests, lifetime income systems, and fiduciary integrity are the cornerstones of retirement planning and wealth management excellence, notes Pellegrino in a new client success awareness campaign. The CEO of Goldstone Financial Group is marking over one and a half decades of leadership in retirement planning and wealth management, with a focus on client success and fiduciary responsibility.
For more information, visit https://www.goldstonefinancialgroup.com/anthony-pellegrino/
Since founding Goldstone Financial Group, Pellegrino and his team have assisted more than 2,500 clients in developing strategies to help bridge the income gap in retirement, utilizing accounts with lifetime income features to provide reliable earnings and a 'paycheck for life'.
Pellegrino's approach is founded on three main principles: personalized planning, secure income strategies, and transparency in client relationships. As a holder of the Series 65 license and an Investment Advisor Representative, he is legally obligated to act in his clients' best interests—modeling the firm's mission and vision around this tenet. "Every retirement journey is unique," said Pellegrino. "Our responsibility is to provide clarity and confidence, ensuring clients have a plan that adapts to changing markets and life circumstances."
Goldstone Financial Group's client success stories reflect this philosophy. Clients frequently report moving from uncertainty about their financial future to feeling secure and informed, chiefly due to personalized strategies for lifetime income, taxes, and estate planning. Pellegrino has been an ardent supporter of client education and structured client communication, which are integral to the company's best practices in building trust and fostering long-term relationships.
A recent testimonial by a longstanding client notes that they 'initiated several different Roth and Traditional Fixed Annuity accounts over the past several years' based on 'excellent advice and guidance by the team of Advisors' at Goldstone Financial Group. Another client since 2011 remarked, "Working directly with Anthony Pellegrino is like working with family. We have been with Goldstone for over 10 years and have never had any negative issues with the entire staff."
Pellegrino's passion for thought leadership and fiduciary excellence has been well recognized within the industry. He has twice been named a Five Star Wealth Manager by Chicago Magazine, an honor based on client and peer evaluations. He has also been listed among the Top 10 Advisors in America in 2013 and among the country's Top 1% of Safe Money Specialists. His media appearances include co-hosting the television program 'Securing Your Financial Future' on a major national network and hosting a financial radio show that was ranked among the most listened-to financial programs in Chicago.
Reflecting on the group's growth on a recent podcast episode, Pellegrino noted that their expansion across the Midwest and into new markets is the result of establishing and upholding future-proof best practices in retirement planning and wealth management solutions.
About Goldstone Financial Group
Goldstone Financial Group was founded in 2008 and operates as an SEC Registered Investment Adviser (RIA) firm, with offices in Illinois, Wisconsin, Ohio, and Tennessee.
For more information about Anthony Pellegrino and Goldstone Financial Group, visit https://www.goldstonefinancialgroup.com/
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: 89165697
In case of detection of errors, concerns, or irregularities in the content provided in this press release, or if there is a need for a press release takedown, we strongly encourage you to reach out promptly by contacting error@releasecontact.com (it is important to note that this email is the authorized channel for such matters, sending multiple emails to multiple addresses does not necessarily help expedite your request). Our efficient team will be at your disposal for immediate assistance within 8 hours – resolving identified issues diligently or guiding you through the removal process. We take great pride in delivering reliable and precise information to our valued readers.
