What Does Goldstone Financial Group Do?

Total employees51
HeadquartersOakbrook Terrace
Founded2008

Goldstone Financial Group is a financial planning and wealth management firm dedicated to providing comprehensive financial solutions to individuals, families, and businesses. They offer services such as retirement planning, investment management, estate planning, and insurance solutions, aiming to help clients achieve their financial goals. Their approach focuses on personalized strategies tailored to each client's unique circumstances and aspirations.

Where Is Goldstone Financial Group's Headquarters?

Goldstone Financial Group officeGoldstone Financial Group officeGoldstone Financial Group officeGoldstone Financial Group office
*Images sourced via web search. Rights belong to original owners

HQ Function

The headquarters serves as the central hub for executive leadership, corporate strategy, and operational oversight for the company's nationwide network.

Notable Features:

While specific details of the headquarters' interior are not readily available, it is likely a modern office space designed to facilitate collaboration and client meetings.

Work Culture:

The work culture at the headquarters likely reflects Goldstone Financial Group's commitment to client service, financial expertise, and ethical practices. Information suggests an inclusive and supportive work environment.

HQ Significance:

The headquarters is significant as the central point for Goldstone Financial Group's strategic decision-making and overall management.

Values Reflected in HQ: The headquarters likely reflects values of professionalism, client-centricity, and a commitment to financial excellence.

Location:

While Goldstone Financial Group primarily focuses on serving clients within the United States, they support globally diverse investment strategies and potentially work with clients who have international financial interests. This could include investment management, retirement planning, and estate planning considerations that involve international assets or residency.

Street Address:

1 Mid America Plaza

City:

Oakbrook Terrace

State/Province:

Illinois

Country:

USA

Where Else Does Goldstone Financial Group Operate Around the World?

Franklin, Tennessee, USA

Address: 800 Crescent Centre Drive Suite 500, Franklin, TN 37067

To expand Goldstone Financial Group's presence in the Southeastern United States and cater to the growing financial needs of individuals and businesses in the Nashville area.

Westlake, Ohio, USA

Address: 24600 Detroit Rd Suite 330, Westlake, OH 44145

To expand Goldstone Financial Group's presence in the Northern United States and cater to the financial needs of individuals and businesses in the Cleveland area.

Scottsdale, Arizona, USA

Address: 7025 N Scottsdale Rd Suite 230, Scottsdale, AZ 85253

To expand Goldstone Financial Group's presence in the Southwestern United States and cater to the financial needs of individuals and businesses in the Phoenix area.

Buying Intent Signals for Goldstone Financial Group

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Goldstone Financial Group? Meet the Executive Team

As of April 2025, Goldstone Financial Group' leadership includes:

Anthony Pellegrino - CEO

Who's Investing in Goldstone Financial Group?

Goldstone Financial Group has been backed by several prominent investors over the years, including:

Private Ownership/Angel Investors (Specific names not publicly available)

What Leadership Changes Has Goldstone Financial Group Seen Recently?

Hire0
Exits0

Information about significant executive hires or exits within the past 12 months is not readily and publicly available.

What Technology (Tech Stack) Is Used byGoldstone Financial Group?

Discover the tools Goldstone Financial Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Goldstone Financial Group Email Formats and Examples

The email format used by Goldstone Financial Group typically follows a standard pattern based on the employee's name.

[first].[last]@goldstonefinancialgroup.com

Format

john.doe@goldstonefinancialgroup.com

Example

90%

Success rate

What's the Latest News About Goldstone Financial Group?

finance.yahoo.com • 2024-05-15

Goldstone Financial Group Discusses the Importance of Setting SMART Financial Goals

Oakbrook Terrace, Illinois--(Newsfile Corp. - May 15, 2024) - In a recent announcement, Goldstone Financial Group shed light on the importance of setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) financial goals. The company emphasized that the clarity and framework provided by these goals are essential for successful financial planning and wealth management....more

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