Chicago Investment Advisor Representatives For Financial Planning: Update
Oct 30, 2023
New financial planning services for Chicago investors are now available from Goldstone Financial Group (630 620-9300).
Oakbrook Terrace, United States - October 30, 2023 /PressCable/ —
Oakbrook Terrace, IL-based Goldstone Financial Group is expanding its services to offer investment advice for Chicagoans interested in effective financial planning. The company’s Investment Advisor Representatives (IARs) will create a custom investment plans based on each client’s retirement goals, risk tolerance, investment timelines, preferred portfolio breakdown, and other essential factors.
More details can be found at https://www.goldstonefinancialgroup.com
The company’s announcement follows a substantial increase in demand for professional investment advice, with an over 38% two-year increase in 2019-2022 versus the previous two years. As more investors are looking for expert guidance, the company continues to expand its services to meet the needs of investors in the Chicago area.
The company’s service begins by helping clients establish a robust retirement plan - whether an employer-sponsored option or an IRA, depending on each client’s circumstances. Once the plan is in place, the company assists clients in developing a diversified investment portfolio based on factors such as risk tolerance, time horizon, and long-term goals.
Clients will benefit from expert consulting in choosing how to split their portfolio between different asset classes - and balance short- and long-term investment to bet meet their goals.
About Goldstone Financial Group
Goldstone Financial Group is a financial planning company founded by Anthony Pellegrino, an Investment Advisor Representative with a Series 65 securities license and extensive experience helping over 2,500 clients reach their financial goals. A fiduciary advisor, Anthony is legally obliged to put the client’s interests ahead of his own, and complies with higher standards compared to non-fiduciary advisors.
Anthony’s team of financial experts includes tax planners, retirement consultants, account specialists, and many others.
A satisfied client said: “My wife I have been with Goldstone for almost 10 years and I can say it was one of the smartest decisions we made to have them help us manage our future. We have been very happy with how Goldstone has managed all our investments and helped us plan for retirement. Both Anthony, Brian and the entire team have made us feel like we are one of the family. We have told several friends and family about them and they are also glad we did.”
Interested parties can find more information at https://www.goldstonefinancialgroup.com/contact-us
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300
Website: https://goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89111842
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