Recent client testimonials highlight the steady guidance, coordinated tax and income planning, and responsive service at Goldstone Financial Group (630-620-9300), as retirees focus on the durability of their savings and future-proof income streams.
-- Goldstone Financial Group showcased several voluntary client testimonials detailing their experiences with the firm's retirement planning experts, including CEO Anthony Pellegrino. Clients describe clear explanations, regular reviews, and integrated planning across income, investments, and taxes as foundational to their confidence moving into and through retirement.
For more information, visit https://goldstonefinancialgroup.com/client-testimonials/
Several clients emphasized education-first meetings and practical execution pertaining to rollovers, income design, and tax coordination, over sales-driven conversations.
"They don't present you with a sales job…they educate you," said Michael F., a client since 2022, noting a review with "a high-level CPA specialist" that identified "serious tax savings for the next 10 years." Others cited Pellegrino's steady approach during key transitions. "We are confident we can continue to live our lives in comfort and without financial distress," said Alan P., another client since 2022, pointing to balanced portfolios and forward-looking tax planning.
Clients also highlighted the firm's clarity around the shift from accumulation to distribution. Cheryl and David Donelan described entering retirement with "lots of questions and anxiety," crediting their advisor for consolidating accounts, managing withdrawals, and coordinating taxes, which they say helped reduce their first-year retirement tax burden while improving clarity on income.
Recent surveys echo that tension: EBRI/Greenwald finds 67% of workers and 78% of retirees confident about retirement, yet 79% of workers worry about Social Security or Medicare cuts. At the same time, BlackRock reports nearly two-thirds fear outliving savings.
Goldstone's framework—its Retirement Roadmap—focuses on dependable income, risk management, tax efficiency, and healthcare and legacy planning, with periodic reviews to adjust for market conditions and client goals.
Long-tenured clients underscored accessibility and follow-through: "True professionals…always responsive, attentive," said Bernard F., a longstanding client since 2010. Multiple testimonials described the culture as "like working with family," supported by regular client appreciation events that maintain contact in non-sales settings.
CEO Anthony Pellegrino has played an active role in the development of client education material. Twice named Five Star Wealth Manager* by Chicago Magazine, he has helped over 2,500 clients enjoy strong retirement income portfolios. He is the co-host of the CBS 2 television show 'Securing Your Financial Future', where he discusses his approach to 'bridging the paycheck gap'.
Goldstone Financial Group is based in Oakbrook Terrace, Illinois, and focuses on retirement income planning, investment management, tax strategies, healthcare planning, estate planning, and asset protection.
For more information, visit https://goldstonefinancialgroup.com/ or call 630-620-9300.
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.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
*The Five Star Award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6399 Chicago-area wealth managers were considered for the award; 362 (6% of candidates) were named 2025 Five Star Wealth Managers.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. For a detailed award methodology, please visit: https://www.fivestarprofessional.com/awardwinners/CHIWM
The testimonials and reviews are provided voluntarily by current clients. There is no compensation for any person sharing their thoughts or experiences.
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: 89183234
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