Goldstone Financial Group - Oakbrook Terrace, Illinois

Introduction to Goldstone Financial Group

Located at 18W140 Butterfield Rd 16th Floor, Oakbrook Terrace, IL 60181, Goldstone Financial Group is a renowned financial institution that has earned a stellar reputation for providing exceptional financial planning and consulting services. With a phone number of 06209300, and a website at goldstonefinancialgroup.com, Goldstone Financial Group has become a trusted name in the industry.

Specialties and Services Offered

The company specializes in financial planning and financial consulting, catering to a wide range of clients with diverse financial needs. Other notable services include online appointments, onsite services, wheelchair accessibility, and more. This dedication to providing comprehensive and inclusive financial solutions has earned Goldstone Financial Group a solid reputation in the market.

Points of Interest

• Online appointments – Convenient scheduling options for clients
• Onsite services – Personalized attention and support
• Wheelchair accessible entrance – Ensuring all clients can access the office easily
• Wheelchair accessible parking lot – Convenient parking for clients with mobility issues
• Wheelchair accessible restroom – Comfortable facilities for all clients
• Wheelchair accessible seating – Accommodating all clients during meetings
• Restroom – Clean and well-maintained facilities
• Appointment required – Ensuring personalized attention for each client
• Appointments recommended – For a smooth and efficient experience

Testimonials and Reviews

Giving you an idea of the company's commitment to excellence, Goldstone Financial Group has garnered 118 reviews on Google My Business, with an impressive average rating of 4.9/5. One notable review reads, "“Thanks everyone, so appreciate everyone’s help. Super glad we found you all You’re worth your weight in ‘gold’ already” This highlights the exceptional level of service and support clients can expect from Goldstone Financial Group." Another satisfied client expressed their gratitude, stating, "Only been with Goldstone since August 2024. and they have already been instrumental in us being able to make a very big move that we didn't think we could do for a few more years, planning for upcoming retirement and most importantly bringing us some peace that we will be alright So excited for what's yet to come.” This clearly demonstrates Goldstone Financial Group's ability to help clients achieve their financial goals and secure a brighter future.

Recommendation

If you are seeking a reliable and knowledgeable financial planning and consulting firm, look no further than Goldstone Financial Group. Their commitment to excellence, diverse range of services, and exceptional reviews make them the ideal choice for all your financial needs. To learn more or schedule an appointment, visit their website at goldstonefinancialgroup.com or call them at 06209300. Don't wait to take control of your financial future – contact Goldstone Financial Group today

👍 Reviews of Goldstone Financial Group

Nicky B.

5/5

“Thanks everyone, so appreciate everyone’s help. Super glad we found you all!!!!! You’re worth your weight in ‘gold’ already!”. Only been with Goldstone since August 2024... and they have already been instrumental in us being able to make a very big move that we didn't think we could do for a few more years, planning for upcoming retirement and most importantly bringing us some peace that we will be alright! So excited for what's yet to come...

Laurel H.

5/5

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.

Meseret

5/5

We love the fact we were able to work with Goldstone to sort out our financials by opening up an annuities account and transferring our annuity products to the products they recommended which gives us better deals based on market rates. the atmosphere is nice and welcoming to where you feel at home. We could of not been more happier to work with Maxx Rinn our advisor who from the start laid out a plan to get us better annuity products he is very knowledgeable and fun to talk to and personable could not ask for a better advisor. He is very hands on and friendly at same time. The main point of entry to the office is Lisa at the front desk who is the bee assistant and you will notice her she is always accommodating and always has a smile on her face. She will always lookout for you when you step foot in office overall we love Goldstone what they stand for and the setting makes us feel at home need a financial plan then come here.

David J.

1/5

Watch out for these two and don't trust them with your money I gave them $50000 to invest for me and they told me it had perfection on my money a 2 percent stop loss! In one day the lost aprox. $30000 of my money and if you think this is bad they didn't even come talk to me at there office in Oak Brook they send a helper. RUN RUN RUN

Cheryl V.

5/5

We heard the founder of Goldstone Financial on Channel 9 news. I did some research and made an appoint last year, it was the best decision we could have made. The staff is friendly, professional and extremely knowledgeable in all areas of financial issues. Just wish we found them sooner. I’m very pleased with the direction we are going and the plan in place for retirement. This company is truly about the clients best interest. Give them a call, you have nothing to loose and everything to gain.

Laura G.

5/5

Great night with fabulous people! Enjoyed the lovely welcome gift and rose. The food and desserts were amazing. The bartenders were top notch! But i mostly enjoyed meeting other fabulous clients and employees of goldstone financial! This company knows how to show appreciation to their people - well done!

Devin K.

5/5

I was referred to Goldstone thru a client of mine several years ago. I initially started out with Brian who set my wife and up in several different areas. After a comprehensive analysis of our situation we were turned over to Joe Davidson who has been nothing short of outstanding in the last year. He is thorough, meticulous, and his customer service and follow up is impeccable. Goldstone works as a team to continually evaluate our portfolio as economic conditions change and when I need to move money around or withdraw anything within my accounts , the staff is extremely responsive. We currently have an Annuity, and 4 other accounts under their watchful eye and couldn't feel more secure. Additionally, they have even been huge in advising us with both our 401k's at work which is totally independent of what we have with Goldstone. When my wife recently had a change in her 401K, Joe and the team quickly evaluated and recommended what funds within her plan would be the best based on our overall retirement strategy! It's comforting knowing we have a group like this with unlimited resources to assist us! Especially after having recently taken on the responsibility of raising 2 grandchildren ages 6 and 9. Big challenge for us but it won't be for Joe and Goldstone. Thanks for everything!

G P. R.

5/5

Debbie and I have been clients of Goldstone Financial Group for a year. We joined them as a result of accepting their invitation to dinner at Ruth Chris and then scheduling a meeting to see how they could help us meet our retirement goals. We were impressed and happy with their plan to meet that goal which we originally felt could not be achieved. Their professionalism and sharing support was fully realized last evening when we attended a fabulous dinner party arranged by them for their clients. We spent a great evening at the Barrington White House enjoying cocktails, hors d'oeuvre's, dinner, desert and a piano soloist; all as their expense for their clients. The food and service was 4 star but the best part was meeting a number of their other clients and getting to know not only our immediate company contacts but most of their supporting staff members. They were all very personable and dedicated to their company and we felt also us. Oh, and at the end of the evening we were all given a very nice gift and an invitation to another dinner party supporting their gratitude for their clients. Our financial advice and support has been effective and we have been pleasantly surprised with the first class client appreciation support by Goldstone Financial Group.