Goldstone Financial Group
At Goldstone Financial Group, we believe that your financial future is far too important to leave to chance. We view it as our responsibility to thoroughly understand your goals and dreams so that we can leverage our experience and expertise to help you realize them. Rather than approach your finances with an outdated, transactional approach focused on particular products, we serve as your comprehensive financial solutions provider, forging a deeper relationship and creating a plan that can be adjusted as needed to help you reach your unique personal goals. We are committed to remaining by your side as partners in achieving the results you desire. We provide financial plans targeted at earning consistent, reliable returns in all market environments, regardless of fluctuations and uncertainties. We are based in Oakbrook Terrace, IL, with offices in Ohio, Tennessee and Wisconsin. Contact us today at (630) 620-9300 to schedule a free introductory consultation! Don't forget to check out our pages on Facebook and Twitter, as well as our blog! Facebook: Twitter: http://twitter.com/goldstonefg Goldstone Financial Group blog: http://goldstonefinancialgroup.com/breaking-news/ Investment Advisory Services offered through Goldstone Financial Group, LLC a Registered Investment Advisor (GFG). GFG is located at One Lincoln Centre, 18W140 Butterfield Rd, 16th Floor, Oakbrook Terrace, IL 60181, Telephone number – 630-620-9300.
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Verified contacts
33
available on Kipplo
LinkedIn employees
43
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
0
tools in use
Monthly traffic
419
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- DS
Dawn Shanahan
Director of Financial Planning · Finance & Accounting
EmailPhone - TP
Teresa Perez
Client Relations Manager · Customer/Client Service
EmailPhone - AB
Alison Brodhacker
Client Concierge · Customer/Client Service
EmailPhone - GB
Galo Baca
Financial Advisor · Finance & Accounting
EmailPhone - JR
Justin Reppy
Senior Advisor · General Business & Management
EmailPhone - PS
Phillip Shaw
Senior Advisor Certified Financial Planner · Other
EmailPhone - SS
Sarina Schutte
Account Specialist · Finance & Accounting
EmailPhone - AP
Anthony Pellegrino
Principal and Owner · General Business & Management
EmailPhone - JW
Jeff Weglarz
Chief Compliance Officer · Legal
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Goldstone Financial Group
22 distinct titles indexed · top 10 shown.
- 3business development coordinator
- 3client concierge
- 2financial advisor
- 2partner & vice president of wealth management
- 1account specialist
- 1account specialists & servicing team lead
- 1advisory support
- 1chief compliance officer
- 1client relations associate
- 1client relations manager
- +12more titles
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